Measured Wealth Private Client Group, LLC
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 1720235
PORTSMOUTH, NH
Position in CFR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$49,909
+$8,923 QoQ
Shares Held
323
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#451
of 566 holders
Holding Since
Mar 2026
2 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, 2026Measured Wealth Private Client Group, LLC holds $6,391,442 across 23 Banks - Regional names. CFR ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EWBC |
East West Bancorp Inc
|
8,631 | $1,114,175 | |
| 2 | HWC |
Hancock Whitney Corp
|
14,468 | $1,081,048 | |
| 3 | BPOP |
Popular, Inc.
|
6,413 | $1,052,886 | |
| 4 | FBP |
First Bancorp /Pr/
|
30,825 | $803,607 | |
| 5 | BAP |
Credicorp Ltd
|
1,514 | $589,824 | |
| 6 | CIB |
Grupo Cibest S.A.
|
6,375 | $506,366 | |
| 7 | CAC |
Camden National Corp
|
5,310 | $287,908 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
5,712 | $261,780 |
All Filings in CFR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,909 | 323 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $40,986 | 299 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||