JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 2006637 MILTON, GA

Position in CFR

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$252,794

+$29,491 QoQ

Shares Held

1,636

+0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#391

of 566 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $11,292,596 across 10 Banks - Regional names. CFR ranks #10 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	149,028	$7,424,574
2	KEY	Keycorp /New/	31,770	$732,298
3	FITB	Fifth Third Bancorp	11,619	$654,963
4	OZK	Bank OZK	10,523	$548,143
5	PNC	Pnc Financial Services Group, Inc.	1,631	$401,584
6	UBSI	United Bankshares Inc/Wv	8,000	$366,640
7	AUBN	Auburn National Bancorporation, Inc	12,517	$338,459
8	SBSI	Southside Bancshares Inc	9,083	$319,630

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,794	1,636	+0.4%	Shares	Sole	2026-07-16
2026-03-31	$223,303	1,629	+0.4%	Shares	Sole	2026-04-27
2025-12-31	$205,520	1,623	-4.1%	Shares	Sole	2026-01-15
2025-09-30	$214,494	1,692	-3.9%	Shares	Sole	2025-10-14
2025-06-30	$226,358	1,761	+0.4%	Shares	Sole	2025-07-22
2025-03-31	$219,600	1,754	-4.0%	Shares	Sole	2025-04-22
2024-12-31	$245,274	1,827	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$203,697	1,821	-2.3%	Shares	Sole	2024-10-15
2024-06-30	$189,438	1,864	+0.4%	Shares	Sole	2024-07-11
2024-03-31	$208,929	1,856	+0.4%	Shares	Sole	2024-04-26
2023-12-31	$200,489	1,848	+0.4%	Shares	Sole	2024-01-17
2023-09-30	$167,917	1,841	—	Shares	Sole	2024-01-05
No filing history on record for this holder in this stock.