Pathstone Holdings, LLC

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 2011612 ENGLEWOOD, NJ

Position in CFR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,335,723

+$39,085 QoQ

Shares Held

15,116

-9.8% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#176

of 566 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Financial Services · as of Jun 30, 2026

Pathstone Holdings, LLC holds $292,666,562 across 105 Banks - Regional names. CFR ranks #38 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	82,009	$20,192,255
2	USB	US Bancorp \De\	268,149	$16,196,199
3	FITB	Fifth Third Bancorp	272,657	$15,369,674
4	NWG	NatWest Group plc	586,491	$10,339,834
5	CFG	Citizens Financial Group Inc/Ri	142,354	$9,974,743
6	TFC	Truist Financial Corp	190,771	$9,504,210
7	IBN	Icici Bank Ltd	316,418	$9,185,613
8	MFG	Mizuho Financial Group Inc	956,297	$9,161,323

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,335,723	15,116	-9.8%	Shares	Defined	2026-08-13
2026-03-31	$2,296,638	16,754	-1.6%	Shares	Sole	2026-05-11
2025-12-31	$2,154,989	17,018	-2.8%	Shares	Defined	2026-02-13
2025-09-30	$2,219,362	17,507	-1.3%	Shares	Sole	2025-11-13
2025-06-30	$2,280,556	17,742	-8.5%	Shares	Defined	2025-08-12
2025-03-31	$2,426,375	19,380	-0.2%	Shares	Other	2025-05-15
2024-12-31	$2,607,000	19,419	+0.8%	Shares	Sole	2025-02-14
2024-09-30	$2,155,877	19,273	+45.0%	Shares	Sole	2024-11-07
2024-06-30	$1,350,865	13,292	+23.7%	Shares	Sole	2024-08-14
2024-03-31	$1,209,339	10,743	+15.0%	Shares	Sole	2024-05-13
2023-12-31	$1,013,513	9,342	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.