Position in CFR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$964,668
-$1,275,493 QoQ
Shares Held
6,243
-61.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#251
of 566 holders
Holding Since
Mar 2020
24 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, 2026WealthPLAN Partners, LLC holds $1,521,616 across 2 Banks - Regional names. CFR ranks #1 (63.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
6,243 | $964,668 | |
| 2 | USB |
US Bancorp \De\
|
9,221 | $556,948 |
All Filings in CFR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $964,668 | 6,243 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,240,161 | 16,342 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,814,605 | 22,227 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,092,427 | 24,394 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,323,144 | 25,853 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,464,256 | 35,657 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,829,912 | 35,977 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,367,685 | 39,046 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,049,345 | 39,844 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,900,847 | 43,536 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $6,397,112 | 58,965 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $5,416,779 | 59,388 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,189,339 | 29,660 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,728,599 | 54,382 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $15,705,070 | 117,465 | Shares | Sole | 2023-02-16 | |
| 2022-03-31 | $11,802,497 | 85,272 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $16,679,439 | 132,303 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $15,195,696 | 128,104 | Shares | Sole | 2021-12-09 | |
| 2021-06-30 | $15,271,200 | 136,350 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $13,918,778 | 127,977 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $10,957,832 | 125,620 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $7,645,925 | 119,561 | Shares | Sole | 2020-12-18 | |
| 2020-06-30 | $8,037,227 | 107,579 | Shares | Other | 2020-08-19 | |
| 2020-03-31 | $5,882,608 | 105,442 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||