Clearstead Advisors, LLC

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 842775 CLEVELAND, OH

Position in CFR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$8,807

+$6,751 QoQ

Shares Held

+280.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#487

of 566 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clearstead Advisors, LLC holds $67,000,269 across 194 Banks - Regional names. CFR ranks #63 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KEY	Keycorp /New/	895,538	$20,642,150
2	TFC	Truist Financial Corp	148,625	$7,404,497
3	PNC	Pnc Financial Services Group, Inc.	27,966	$6,885,788
4	FITB	Fifth Third Bancorp	114,584	$6,459,100
5	TFSL	TFS Financial CORP	238,605	$4,228,080
6	HBAN	Huntington Bancshares Inc /Md/	213,052	$3,777,411
7	FCNCA	First Citizens Bancshares Inc /De/	1,058	$2,201,475
8	FMNB	Farmers National Banc Corp /Oh/	105,002	$1,533,029

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,807	57	+280.0%	Shares	Sole	2026-08-06
2026-03-31	$2,056	15	-93.4%	Shares	Sole	2026-05-06
2025-12-31	$28,871	228	-28.3%	Shares	Sole	2026-02-09
2025-09-30	$40,312	318	-85.8%	Shares	Sole	2025-11-10
2025-06-30	$287,929	2,240	+8.1%	Shares	Sole	2025-08-08
2025-03-31	$259,539	2,073	-5.3%	Shares	Sole	2025-05-13
2024-12-31	$293,739	2,188	+141.8%	Shares	Sole	2025-02-10
2024-09-30	$101,233	905	-11.4%	Shares	Sole	2024-11-13
2024-06-30	$103,764	1,021	+3193.5%	Shares	Sole	2024-08-12
2024-03-31	$3,489	31	0.0%	Shares	Sole	2024-05-14
2023-12-31	$3,363	31	0.0%	Shares	Sole	2024-02-12
2023-09-30	$2,827	31	-88.9%	Shares	Sole	2023-11-07
2023-03-31	$29,495	280	+25.0%	Shares	Sole	2023-05-09
2021-09-30	$26,570	224	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.