ONE WEALTH CAPITAL MANAGEMENT, LLC

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 2050308 SCOTTSDALE, AZ

Position in CFR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$429,874

+$214,350 QoQ

Shares Held

2,782

+63.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#327

of 566 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ONE WEALTH CAPITAL MANAGEMENT, LLC holds $1,876,572 across 4 Banks - Regional names. CFR ranks #3 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	10,156	$613,422
2	PNC	Pnc Financial Services Group, Inc.	2,238	$551,040
3	CFR	Cullen/Frost Bankers, Inc. This page	2,782	$429,874
4	UMBF	Umb Financial Corp	1,977	$282,236

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$429,874	2,782	+63.5%	Shares	Sole	2026-07-24
2025-12-31	$215,524	1,702	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.