Merit Financial Group, LLC

SEC CIK: 0001621225
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

CFR holding history

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

CFR overview All 13F holders of CFR Full Q2 2026 holdings

Shares (Q2 2026): 1,872
Value: $289.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of CFR by Merit Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,872	$289.3K	<0.1%	−102−5.2%	Reduced	Holders
Q1 2026	1,974	$270.8K	<0.1%	+1,974	New	Holders
Q3 2025	0	$0	0.0%	−1,655−100.0%	Sold out	Holders
Q2 2025	1,655	$212.7K	<0.1%	+1,655	New	Holders