WealthPlan Investment Management, LLC
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 1929986
OMAHA, NE
Position in CFR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,322,489
-$168,116 QoQ
Shares Held
21,502
-15.6% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#151
of 566 holders
Holding Since
Mar 2022
17 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 Investment Management, LLC holds $7,499,248 across 5 Banks - Regional names. CFR ranks #1 (44.3% of the industry book) .
All Filings in CFR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,322,489 | 21,502 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,490,605 | 25,464 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,083,181 | 40,142 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,858,345 | 61,989 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,107,146 | 63,071 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,906,032 | 55,160 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,583,648 | 56,489 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,121,762 | 54,727 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,796,568 | 57,036 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,587,483 | 58,519 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $5,877,771 | 54,178 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $7,028,004 | 77,053 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,995,922 | 37,161 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $7,482,616 | 71,033 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $15,295,814 | 114,404 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $11,231,956 | 84,949 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $11,802,497 | 85,272 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||