Global Retirement Partners, LLC

Pension

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 1749744 San Rafael, CA

Position in CFR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$37,548

+$18,301 QoQ

Shares Held

243

+59.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#455

of 566 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Global Retirement Partners, LLC holds $47,067,979 across 148 Banks - Regional names. CFR ranks #84 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	21,048	$5,182,438
2	USB	US Bancorp \De\	77,669	$4,691,207
3	TFC	Truist Financial Corp	85,849	$4,276,997
4	STBA	S&T Bancorp Inc	77,612	$3,809,196
5	CFG	Citizens Financial Group Inc/Ri	43,390	$3,040,337
6	LYG	Lloyds Banking Group plc	408,648	$2,382,417
7	NWG	NatWest Group plc	107,767	$1,899,932
8	RF	Regions Financial Corp	45,919	$1,386,753

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,548	243	+59.9%	Shares	Sole	2026-08-06
2025-12-31	$19,247	152	+334.3%	Shares	Sole	2026-02-06
2025-09-30	$4,436	35	0.0%	Shares	Sole	2025-10-21
2025-06-30	$4,498	35	-57.8%	Shares	Sole	2025-08-12
2024-12-31	$11,142	83	-21.7%	Shares	Sole	2025-01-31
2024-09-30	$11,857	106	+79.7%	Shares	Sole	2024-10-16
2024-06-30	$5,996	59	-4.8%	Shares	Sole	2024-07-23
2024-03-31	$6,979	62	0.0%	Shares	Sole	2024-04-23
2023-12-31	$6,726	62	+129.6%	Shares	Sole	2024-01-18
2023-09-30	$2,462	27	0.0%	Shares	Sole	2023-10-13
2023-06-30	$2,903	27	-18.2%	Shares	Sole	2023-07-20
2023-03-31	$3,476	33	+3200.0%	Shares	Sole	2023-05-08
2022-09-30	$132	1	-97.2%	Shares	Sole	2022-11-03
2021-03-31	$3,915	36	—	Shares	Sole	2021-04-14
No filing history on record for this holder in this stock.