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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CFR holding history

Cullen/Frost Bankers, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFR overviewAll 13F holders of CFRFull Q2 2026 holdings

Shares (Q2 2026)
19,942
Value
$3.08M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CFR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,942$3.08M<0.1%+320+1.6%AddedHolders
Q1 202619,622$2.69M<0.1%+4,252+27.7%AddedHolders
Q4 202515,370$1.95M<0.1%+379+2.5%AddedHolders
Q3 202514,991$1.90M<0.1%−58−0.4%ReducedHolders
Q2 202515,049$1.93M<0.1%+1,316+9.6%AddedHolders
Q1 202513,733$1.72M<0.1%+2,701+24.5%AddedHolders
Q4 202411,032$1.48M<0.1%+3,046+38.1%AddedHolders
Q3 20247,986$893.3K<0.1%−463−5.5%ReducedHolders
Q2 20248,449$858.7K<0.1%+585+7.4%AddedHolders
Q1 20247,864$885.2K<0.1%+222+2.9%AddedHolders
Q4 20237,642$829.1K<0.1%+1,659+27.7%AddedHolders
Q3 20235,983$545.7K<0.1%−1,909−24.2%ReducedHolders
Q2 20237,892$848.6K<0.1%+2,624+49.8%AddedHolders
Q1 20235,268$554.9K<0.1%+1,860+54.6%AddedHolders
Q4 20223,408$455.6K<0.1%−202−5.6%ReducedHolders
Q3 20223,610$477.0K<0.1%+373+11.5%AddedHolders
Q2 20223,237$377.0K<0.1%+250+8.4%AddedHolders
Q1 20222,987$413.0K<0.1%+149+5.3%AddedHolders
Q4 20212,838$358.0K<0.1%+1,110+64.2%AddedHolders
Q3 20211,728$205.0K<0.1%−99−5.4%ReducedHolders
Q2 20211,827$205.0K<0.1%−1,098−37.5%ReducedHolders
Q1 20212,925$318.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.