Symphony Financial, Ltd. Co.

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 1800687 HOUSTON, TX

Position in CFR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$538,038

+$71,007 QoQ

Shares Held

3,482

+2.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#309

of 569 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Symphony Financial, Ltd. Co. holds $2,264,322 across 5 Banks - Regional names. CFR ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	2,345	$577,385
2	CFR	Cullen/Frost Bankers, Inc. This page	3,482	$538,038
3	TFC	Truist Financial Corp	10,685	$532,326
4	FFIN	First Financial Bankshares Inc	11,101	$384,094
5	USB	US Bancorp De	3,849	$232,479

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$538,038	3,482	+2.2%	Shares	Sole	2026-08-04
2026-03-31	$467,031	3,407	+3.7%	Shares	Sole	2026-05-01
2025-12-31	$416,232	3,287	-4.8%	Shares	Sole	2026-02-11
2025-09-30	$437,736	3,453	-6.5%	Shares	Sole	2025-10-31
2025-06-30	$474,826	3,694	+7.5%	Shares	Sole	2025-08-15
2024-12-31	$461,283	3,436	+0.0%	Shares	Sole	2025-01-24
2024-09-30	$384,239	3,435	0.0%	Shares	Sole	2024-10-21
2024-06-30	$349,099	3,435	+0.0%	Shares	Sole	2024-07-18
2024-03-31	$386,565	3,434	+0.0%	Shares	Sole	2024-04-17
2023-12-31	$372,446	3,433	+0.0%	Shares	Sole	2024-01-18
2023-09-30	$313,032	3,432	0.0%	Shares	Sole	2023-11-07
2023-06-30	$369,042	3,432	-46.5%	Shares	Sole	2023-07-12
2022-12-31	$857,418	6,413	+0.3%	Shares	Sole	2023-01-26
2022-09-30	$845,282	6,393	+0.0%	Shares	Sole	2022-10-28
2022-06-30	$744,348	6,392	0.0%	Shares	Sole	2022-07-18
2022-03-31	$884,716	6,392	-1.3%	Shares	Sole	2022-05-13
2021-12-31	$816,681	6,478	0.0%	Shares	Sole	2022-01-19
2021-09-30	$768,420	6,478	+0.0%	Shares	Sole	2021-10-12
2021-06-30	$725,424	6,477	0.0%	Shares	Sole	2021-07-13
2021-03-31	$704,438	6,477	+0.0%	Shares	Sole	2021-04-15
2020-12-31	$564,901	6,476	0.0%	Shares	Sole	2021-01-13
2020-09-30	$414,140	6,476	+0.0%	Shares	Sole	2020-10-09
2020-06-30	$483,747	6,475	-43.4%	Shares	Sole	2020-07-08
2020-03-31	$637,902	11,434	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.