Marshall Financial Group, LLC
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 1841496
Hunt Valley, MD
Position in CFR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,513,059
+$261,656 QoQ
Shares Held
9,792
+7.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#205
of 566 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Marshall Financial Group, LLC holds $5,219,098 across 6 Banks - Regional names. CFR ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EWBC |
East West Bancorp Inc
|
13,033 | $1,682,429 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
9,792 | $1,513,059 | |
| 3 | BCH |
Bank Of Chile
|
20,368 | $809,831 | |
| 4 | BSAC |
Banco Santander Chile
|
22,436 | $738,817 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
|
4,413 | $254,850 | |
| 6 | BAP |
Credicorp Ltd
|
565 | $220,112 |
All Filings in CFR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,513,059 | 9,792 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,251,403 | 9,129 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,141,569 | 9,015 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||