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Cornerstone Financial Management LLC

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 2110329 PROVIDENCE, RI

Position in CFR

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$3,090
+$349 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#513
of 566 holders
Holding Since
Dec 2025
3 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, 2026

Cornerstone Financial Management LLC holds $271,527 across 44 Banks - Regional names. CFR ranks #27 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CFR

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,090 20
2026-03-31 $2,741 20
2025-12-31 $1,899 15