Strategic Financial Concepts, LLC
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 1870686
SAN ANTONIO, TX
Position in CFR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$297,914
+$33,624 QoQ
Shares Held
1,928
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#367
of 566 holders
Holding Since
Mar 2023
12 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, 2026Strategic Financial Concepts, LLC holds $2,990,970 across 2 Banks - Regional names. CFR ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FFIN |
First Financial Bankshares Inc
|
77,834 | $2,693,056 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
1,928 | $297,914 |
All Filings in CFR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,914 | 1,928 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $264,290 | 1,928 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $266,597 | 2,103 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $270,191 | 2,102 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $262,920 | 2,100 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $293,604 | 2,187 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $234,682 | 2,098 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,096 | 250,896 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $391,743 | 3,480 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $271,440 | 2,976 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $228,286 | 2,123 | Shares | Sole | 2023-09-07 | |
| 2023-03-31 | $224,058 | 2,127 | Shares | Sole | 2023-09-07 | |
| No filing history on record for this holder in this stock. | ||||||