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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 1632972 PLYMOUTH, MN

Position in CFR

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$2,703,481
+$652,216 QoQ
Shares Held
17,496
+16.9% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#165
of 566 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CFR Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. CFR ranks #34 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CFR

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,703,481 17,496
2026-03-31 $2,051,265 14,964
2025-12-31 $1,560,461 12,323
2025-09-30 $1,369,496 10,803
2025-06-30 $1,363,423 10,607
2025-03-31 $1,310,468 10,467
2024-12-31 $1,992,807 14,844
2024-09-30 $544,422 4,867
2024-06-30 $237,102 2,333
2024-03-31 $247,203 2,196