Position in CI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,072,395
+$87,021 QoQ
Shares Held
3,890
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#743
of 1,679 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Cullen/Frost Bankers, Inc. holds $59,643,745 across 6 Healthcare Plans names. CI ranks #4 (1.8% of the industry book) .
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,072,395 | 3,890 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $985,374 | 3,694 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $959,451 | 3,486 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $972,267 | 3,373 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $1,143,476 | 3,459 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $1,282,442 | 3,898 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $1,030,278 | 3,731 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $1,334,833 | 3,853 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $1,314,015 | 3,975 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $1,379,032 | 3,797 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,136,712 | 3,796 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,100,797 | 3,848 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $1,161,122 | 4,138 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $1,211,723 | 4,742 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $2,283,263 | 6,891 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,872,922 | 6,750 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $1,760,840 | 6,682 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $1,645,401 | 6,867 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $1,587,432 | 6,913 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $1,660,927 | 8,298 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $1,798,650 | 7,587 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $1,814,016 | 7,504 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $1,635,253 | 7,855 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $1,252,448 | 7,393 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $1,723,002 | 9,182 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,421,514 | 8,023 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||