LRI Investments, LLC

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 2023325 PALM BEACH GARDENS, FL

Position in CFR

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$150,192

+$26,958 QoQ

Shares Held

972

+8.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#425

of 566 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LRI Investments, LLC holds $7,838,398 across 91 Banks - Regional names. CFR ranks #9 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	15,264	$3,632,984
2	PNC	Pnc Financial Services Group, Inc.	4,653	$1,145,660
3	KEY	Keycorp /New/	30,497	$702,955
4	USB	US Bancorp \De\	5,424	$327,609
5	NU	Nu Holdings Ltd.	21,900	$292,583
6	WBS	Webster Financial Corp	3,033	$231,781
7	FITB	Fifth Third Bancorp	3,911	$220,462
8	TFC	Truist Financial Corp	3,993	$198,931

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$150,192	972	+8.1%	Shares	Sole	2026-07-14
2026-03-31	$123,234	899	-9.9%	Shares	Sole	2026-04-30
2025-12-31	$126,376	998	0.0%	Shares	Sole	2026-02-04
2025-09-30	$126,516	998	0.0%	Shares	Sole	2025-11-03
2025-06-30	$128,282	998	0.0%	Shares	Sole	2025-07-25
2025-03-31	$124,949	998	-26.8%	Shares	Sole	2025-05-01
2024-12-31	$182,982	1,363	-2.6%	Shares	Sole	2025-02-14
2024-09-30	$156,603	1,400	+1.2%	Shares	Sole	2024-11-15
2024-06-30	$140,655	1,384	+998.4%	Shares	Sole	2024-07-24
2024-03-31	$14,183	126	—	Shares	Sole	2024-05-21
No filing history on record for this holder in this stock.