Beacon Pointe Advisors, LLC
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 1744317
NEWPORT BEACH, CA
Position in CFR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,695,542
+$1,426,960 QoQ
Shares Held
12,369
+483.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Beacon Pointe Advisors, LLC holds $72,099,864 across 52 Banks - Regional names. CFR ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
541,505 | $24,189,028 | |
| 2 | USB |
US Bancorp De
|
132,084 | $6,869,688 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
30,850 | $6,419,576 | |
| 4 | FBNC |
First Bancorp /Nc/
|
62,395 | $3,515,958 | |
| 5 | SSB |
SouthState Bank Corp
|
30,957 | $2,864,141 | |
| 6 | FITB |
Fifth Third Bancorp
|
48,541 | $2,255,214 | |
| 7 | TFC |
Truist Financial Corp
|
38,002 | $1,746,951 | |
| 8 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
12,369 | $1,695,542 |
All Filings in CFR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,695,542 | 12,369 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $268,582 | 2,121 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $307,670 | 2,427 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $368,781 | 2,869 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $389,246 | 3,109 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $393,084 | 2,928 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $345,871 | 3,092 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $408,755 | 4,022 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $433,732 | 3,853 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $381,559 | 3,517 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $325,710 | 3,571 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $369,258 | 3,434 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $302,220 | 2,869 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $727,461 | 5,441 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $310,055 | 2,345 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $2,136,081 | 15,433 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $255,543 | 2,027 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $231,168 | 2,064 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||