Envestnet Portfolio Solutions, Inc.

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 1998033 BERWYN, PA

Position in CFR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$236,879

+$22,349 QoQ

Shares Held

1,533

-2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#395

of 566 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $66,543,258 across 37 Banks - Regional names. CFR ranks #37 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RF	Regions Financial Corp	733,501	$22,151,730
2	KEY	Keycorp /New/	520,425	$11,995,796
3	USB	US Bancorp \De\	102,173	$6,171,249
4	PNC	Pnc Financial Services Group, Inc.	19,955	$4,913,320
5	TFC	Truist Financial Corp	47,314	$2,357,183
6	FITB	Fifth Third Bancorp	35,927	$2,025,204
7	EWBC	East West Bancorp Inc	15,629	$2,017,547
8	PNFP	Pinnacle Financial Partners, Inc.	16,908	$1,705,679

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$236,879	1,533	-2.0%	Shares	Sole	2026-07-20
2026-03-31	$214,530	1,565	-76.4%	Shares	Sole	2026-04-29
2025-12-31	$839,683	6,631	+3.4%	Shares	Sole	2026-02-06
2025-09-30	$813,229	6,415	-3.6%	Shares	Sole	2025-10-30
2025-06-30	$855,176	6,653	+94.2%	Shares	Sole	2025-07-25
2025-03-31	$428,935	3,426	-16.2%	Shares	Sole	2025-04-21
2024-12-31	$549,082	4,090	+42.6%	Shares	Sole	2025-02-10
2024-09-30	$320,814	2,868	-4.4%	Shares	Sole	2024-10-31
2024-06-30	$304,991	3,001	-11.9%	Shares	Sole	2024-07-16
2024-03-31	$383,300	3,405	-1.4%	Shares	Sole	2024-05-06
2023-12-31	$374,724	3,454	+35.7%	Shares	Sole	2024-02-07
2023-09-30	$232,129	2,545	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.