Trifecta Capital Advisors, LLC
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 1962615
NORTHBROOK, IL
Position in CFR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$772
New position
Shares Held
5
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#549
of 566 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Trifecta Capital Advisors, LLC holds $359,074 across 9 Banks - Regional names. CFR ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
5,757 | $347,722 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
18 | $4,431 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
197 | $1,887 | |
| 4 | LYG |
Lloyds Banking Group plc
|
270 | $1,574 | |
| 5 | NWG |
NatWest Group plc
|
52 | $916 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
44 | $780 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
5 | $772 | |
| 8 | HDB |
Hdfc Bank Ltd
|
20 | $516 |
All Filings in CFR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772 | 5 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||