KINGSWOOD WEALTH ADVISORS, LLC
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 1987855
SAN DIEGO, CA
Position in CFR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$389,390
+$42,852 QoQ
Shares Held
2,520
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#336
of 566 holders
Holding Since
Dec 2024
6 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $11,860,060 across 17 Banks - Regional names. CFR ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNST |
Renasant Corp
|
71,322 | $3,034,037 | |
| 2 | TFC |
Truist Financial Corp
|
29,046 | $1,447,071 | |
| 3 | KEY |
Keycorp /New/
|
39,997 | $921,930 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,597 | $885,653 | |
| 5 | USB |
US Bancorp \De\
|
14,171 | $855,928 | |
| 6 | RF |
Regions Financial Corp
|
27,615 | $833,973 | |
| 7 | BUSE |
First Busey Corp /Nv/
|
22,252 | $656,434 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
243 | $505,631 |
All Filings in CFR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,390 | 2,520 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $346,538 | 2,528 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $320,373 | 2,530 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $320,728 | 2,530 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $306,696 | 2,386 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $321,528 | 2,395 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||