TRB Wealth Management, LLC

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 2130988 HOUSTON, TX

Position in CFR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,919,245

+$219,456 QoQ

Shares Held

25,364

-6.0% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#139

of 566 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRB Wealth Management, LLC holds $4,854,824 across 4 Banks - Regional names. CFR ranks #1 (80.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFR	Cullen/Frost Bankers, Inc. This page	25,364	$3,919,245
2	USB	US Bancorp \De\	5,694	$343,917
3	PNC	Pnc Financial Services Group, Inc.	1,370	$337,321
4	FITB	Fifth Third Bancorp	4,512	$254,341

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,919,245	25,364	-6.0%	Shares	Sole	2026-08-12
2026-03-31	$3,699,789	26,990	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.