MOR Wealth Management, LLC

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 2092389 PHILADELPHIA, PA

Position in CFR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$274,118

New position

Shares Held

1,774

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#381

of 566 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MOR Wealth Management, LLC holds $1,227,065 across 3 Banks - Regional names. CFR ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	2,795	$688,184
2	CFR	Cullen/Frost Bankers, Inc. This page	1,774	$274,118
3	EWBC	East West Bancorp Inc	2,051	$264,763

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,118	1,774	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.