Fortis Capital Advisors, LLC
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 1959790
PRAIRIE VILLAGE, KS
Position in CFR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,339,224
+$391,453 QoQ
Shares Held
8,667
+25.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#219
of 566 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Fortis Capital Advisors, LLC holds $3,397,517 across 4 Banks - Regional names. CFR ranks #1 (39.4% of the industry book) .
All Filings in CFR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,339,224 | 8,667 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $947,771 | 6,914 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||