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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

CFR holding history

Cullen/Frost Bankers, Inc. in every 13F filed by Beacon Pointe Advisors, LLC, 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)
6,374
Value
$984.1K
% of portfolio
<0.1%
Quarters held
19
Since Q2 2021
Holdings of CFR by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,374$984.1K<0.1%−5,995−48.5%ReducedHolders
Q1 202612,369$1.70M<0.1%+10,248+483.2%AddedHolders
Q4 20252,121$268.6K<0.1%−306−12.6%ReducedHolders
Q3 20252,427$307.7K<0.1%−442−15.4%ReducedHolders
Q2 20252,869$368.7K<0.1%−240−7.7%ReducedHolders
Q1 20253,109$389.3K<0.1%+181+6.2%AddedHolders
Q4 20242,928$393.1K<0.1%−164−5.3%ReducedHolders
Q3 20243,092$345.9K<0.1%−930−23.1%ReducedHolders
Q2 20244,022$408.8K<0.1%+169+4.4%AddedHolders
Q1 20243,853$433.8K<0.1%+336+9.6%AddedHolders
Q4 20233,517$381.6K<0.1%−54−1.5%ReducedHolders
Q3 20233,571$325.7K<0.1%+137+4.0%AddedHolders
Q2 20233,434$369.3K<0.1%+565+19.7%AddedHolders
Q1 20232,869$302.2K<0.1%−2,572−47.3%ReducedHolders
Q4 20225,441$727.5K<0.1%+3,096+132.0%AddedHolders
Q3 20222,345$313.0K<0.1%+2,345NewHolders
Q2 20220$00.0%−15,433−100.0%Sold outHolders
Q1 202215,433$2.14M<0.1%+13,406+661.4%AddedHolders
Q4 20212,027$256.0K<0.1%+2,027NewHolders
Q3 20210$00.0%−2,064−100.0%Sold outHolders
Q2 20212,064$231.0K<0.1%+2,064NewHolders