Phillips Wealth Planners LLC
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 1962628
STARKVILLE, MS
Position in CFR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$240,278
+$25,748 QoQ
Shares Held
1,555
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#393
of 566 holders
Holding Since
Sep 2024
7 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, 2026Phillips Wealth Planners LLC holds $3,190,638 across 7 Banks - Regional names. CFR ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,522 | $1,359,626 | |
| 2 | EWBC |
East West Bancorp Inc
|
3,419 | $441,358 | |
| 3 | TFC |
Truist Financial Corp
|
6,595 | $328,562 | |
| 4 | USB |
US Bancorp De
|
5,257 | $317,522 | |
| 5 | WTFC |
Wintrust Financial Corp
|
1,704 | $273,866 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
1,555 | $240,278 | |
| 7 | FHN |
First Horizon Corp
|
8,948 | $229,426 |
All Filings in CFR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,278 | 1,555 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $214,530 | 1,565 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $200,328 | 1,582 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $207,776 | 1,639 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $211,962 | 1,649 | Shares | Defined | 2025-07-11 | |
| 2024-12-31 | $222,183 | 1,655 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $187,812 | 1,679 | Shares | Defined | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||