1620 INVESTMENT ADVISORS, INC.

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 1907281 PLYMOUTH, MA

Position in CFR

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$189,596

+$12,078 QoQ

Shares Held

1,227

-5.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#108

of 173 holders

Holding Since

Sep 2022

11 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Financial Services · as of Jun 30, 2026

1620 INVESTMENT ADVISORS, INC. holds $2,421,011 across 15 Banks - Regional names. CFR ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	14,382	$716,511
2	CFG	Citizens Financial Group Inc/Ri	8,045	$563,713
3	NEWT	NewtekOne, Inc.	24,637	$364,873
4	CFR	Cullen/Frost Bankers, Inc. This page	1,227	$189,596
5	EBC	Eastern Bankshares, Inc.	7,309	$162,552
6	UMBF	Umb Financial Corp	941	$134,337
7	MTB	M&T Bank Corp	400	$95,204
8	ABCB	Ameris Bancorp	545	$49,191

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$189,596	1,227	-5.3%	Shares	Sole	2026-07-14
2026-03-31	$177,518	1,295	-0.2%	Shares	Sole	2026-05-13
2025-12-31	$164,365	1,298	-4.1%	Shares	Sole	2026-02-05
2025-09-30	$171,646	1,354	-3.7%	Shares	Sole	2025-10-07
2025-06-30	$180,727	1,406	-2.0%	Shares	Sole	2025-08-07
2025-03-31	$179,662	1,435	-0.6%	Shares	Sole	2025-05-14
2024-12-31	$193,722	1,443	-2.8%	Shares	Sole	2025-02-11
2024-09-30	$166,000	1,484	-4.3%	Shares	Sole	2024-10-25
2024-06-30	$157,628	1,551	-0.7%	Shares	Sole	2024-07-23
2022-12-31	$208,839	1,562	+1.8%	Shares	Sole	2023-02-14
2022-09-30	$202,957	1,535	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.