CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 1766904 RICHMOND, VA

Position in CFR

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$75,867

+$18,021 QoQ

Shares Held

491

+16.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#439

of 566 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Financial Services · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,615,667 across 27 Banks - Regional names. CFR ranks #10 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	2,089	$514,347
2	MTB	M&T Bank Corp	1,684	$400,806
3	TFC	Truist Financial Corp	7,243	$360,840
4	BPOP	Popular, Inc.	1,705	$279,926
5	USB	US Bancorp \De\	4,375	$264,247
6	CFG	Citizens Financial Group Inc/Ri	2,698	$189,044
7	FITB	Fifth Third Bancorp	1,568	$88,384
8	HBAN	Huntington Bancshares Inc /Md/	4,945	$87,671

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$75,867	491	+16.4%	Shares	Other	2026-07-17
2026-03-31	$57,846	422	-0.5%	Shares	Other	2026-04-29
2025-12-31	$53,689	424	0.0%	Shares	Other	2026-02-09
2025-09-30	$53,749	424	0.0%	Shares	Other	2025-11-10
2025-06-30	$54,499	424	-9.2%	Shares	Other	2025-08-13
2025-03-31	$58,466	467	-73.8%	Shares	Other	2025-05-09
2024-03-31	$200,486	1,781	-25.9%	Shares	Defined	2024-04-30
2023-12-31	$260,701	2,403	-15.7%	Shares	Other	2024-02-07
2023-09-30	$259,857	2,849	+6.1%	Shares	Defined	2023-11-13
2023-06-30	$288,610	2,684	+29722.2%	Shares	Defined	2023-08-10
2023-03-31	$948	9	0.0%	Shares	Defined	2023-05-12
2022-12-31	$1,203	9	0.0%	Shares	Defined	2023-02-14
2020-09-30	$575	9	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.