Position in CFR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$316,611
+$4,975 QoQ
Shares Held
2,049
-16.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#357
of 569 holders
Holding Since
Jun 2024
8 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, 2026Icon Wealth Advisors, LLC holds $9,542,254 across 10 Banks - Regional names. CFR ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
22,427 | $5,521,975 | |
| 2 | SPFI |
South Plains Financial, Inc.
|
19,250 | $829,386 | |
| 3 | TFC |
Truist Financial Corp
|
14,018 | $698,376 | |
| 4 | IBOC |
International Bancshares Corp
|
7,488 | $568,713 | |
| 5 | 11,088 | $435,980 | |||
| 6 | SSB |
SouthState Bank Corp
|
4,251 | $424,674 | |
| 7 | FITB |
Fifth Third Bancorp
|
5,789 | $326,325 | |
| 8 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
2,049 | $316,611 |
All Filings in CFR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,611 | 2,049 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $311,636 | 2,461 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $320,854 | 2,531 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $305,025 | 2,373 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $184,920 | 1,477 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $218,290 | 1,626 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $180,318 | 1,612 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $163,929 | 1,613 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||