Avidian Wealth Enterprises, LLC
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 1471474
HOUSTON, TX
Position in CFR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$398,352
+$44,960 QoQ
Shares Held
2,578
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#332
of 566 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $7,399,968 across 10 Banks - Regional names. CFR ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
38,308 | $1,908,504 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
39,590 | $1,717,216 | |
| 3 | USB |
US Bancorp De
|
18,453 | $1,114,561 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,096 | $762,297 | |
| 5 | FFIN |
First Financial Bankshares Inc
|
16,238 | $561,834 | |
| 6 | FITB |
Fifth Third Bancorp
|
8,980 | $506,202 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
2,578 | $398,352 | |
| 8 | HDB |
Hdfc Bank Ltd
|
9,165 | $236,731 |
All Filings in CFR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,352 | 2,578 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $353,392 | 2,578 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $317,208 | 2,505 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $317,051 | 2,501 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $312,095 | 2,428 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $428,810 | 3,425 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $324,482 | 2,417 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $269,918 | 2,413 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $265,457 | 2,612 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $253,732 | 2,254 | Shares | Sole | 2024-05-03 | |
| 2023-06-30 | $209,360 | 1,947 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $304,327 | 2,889 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $350,962 | 2,625 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $345,755 | 2,615 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $303,585 | 2,607 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $244,432 | 1,766 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $224,152 | 1,778 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $209,957 | 1,770 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||