Position in CFR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$347,670
+$100,926 QoQ
Shares Held
2,250
+25.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#341
of 566 holders
Holding Since
Dec 2025
3 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, 2026Cedar Wealth Management, LLC holds $1,631,351 across 2 Banks - Regional names. CFR ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
21,253 | $1,283,681 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
2,250 | $347,670 |
All Filings in CFR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,670 | 2,250 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $246,744 | 1,800 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $227,934 | 1,800 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||