Skip to main content
Livermore
Livermore
ZHEN

Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

CFR holding history

Cullen/Frost Bankers, Inc. in every 13F filed by Beacon Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFR overviewAll 13F holders of CFRFull Q2 2026 holdings

Shares (Q2 2026)
1,939
Value
$299.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CFR by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,939$299.7K<0.1%−253−11.5%ReducedHolders
Q1 20262,192$300.4K<0.1%−726−24.9%ReducedHolders
Q4 20252,918$369.5K<0.1%−6−0.2%ReducedHolders
Q3 20252,924$370.6K<0.1%−10−0.3%ReducedHolders
Q2 20252,934$377.2K<0.1%−39−1.3%ReducedHolders
Q1 20252,973$372.3K<0.1%−870−22.6%ReducedHolders
Q4 20243,843$515.9K0.1%––Holders
Q3 2024–$429.3K<0.1%––Holders
Q2 20244,223$429.2K<0.1%+29+0.7%AddedHolders
Q1 20244,194$472.1K0.1%−387−8.4%ReducedHolders
Q4 20234,581$497.0K0.1%+588+14.7%AddedHolders
Q3 20233,993$377.0K0.1%−299−7.0%ReducedHolders
Q2 20234,292$464.0K0.1%−709−14.2%ReducedHolders
Q1 20235,001$519.0K0.1%−2,707−35.1%ReducedHolders
Q4 20227,708$1.03M0.1%+105+1.4%AddedHolders
Q3 20227,603$1.02M0.2%00.0%UnchangedHolders
Q2 20227,603$896.0K0.1%+38+0.5%AddedHolders
Q1 20227,565$1.07M0.1%+186+2.5%AddedHolders
Q4 20217,379$951.0K0.1%+74+1.0%AddedHolders
Q3 20217,305$884.0K0.1%+269+3.8%AddedHolders
Q2 20217,036$728.0K0.1%−116−1.6%ReducedHolders
Q1 20217,152$705.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.