Position in CFR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$309,040
+$34,880 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#362
of 569 holders
Holding Since
Jun 2023
11 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, 2026ENZI WEALTH holds $309,040 across 1 Banks - Regional name. CFR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
2,000 | $309,040 |
All Filings in CFR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,040 | 2,000 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $274,160 | 2,000 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $253,260 | 2,000 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $254,173 | 2,005 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $257,080 | 2,000 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $250,400 | 2,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $268,500 | 2,000 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $223,720 | 2,000 | Shares | Sole | 2024-10-15 | |
| 2024-03-31 | $225,140 | 2,000 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $216,980 | 2,000 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $215,060 | 2,000 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||