WealthPLAN Partners, LLC

SEC CIK: 0001639943
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

CFR holding history

Cullen/Frost Bankers, Inc. in every 13F filed by WealthPLAN Partners, 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): 6,243
Value: $964.7K
% of portfolio: 0.2%
Quarters held: 20; Since Q1 2021

Holdings of CFR by WealthPLAN Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,243	$964.7K	0.2%	−10,099−61.8%	Reduced	Holders
Q1 2026	16,342	$2.24M	0.4%	−5,885−26.5%	Reduced	Holders
Q4 2025	22,227	$2.81M	0.4%	−2,167−8.9%	Reduced	Holders
Q3 2025	24,394	$3.09M	0.5%	−1,459−5.6%	Reduced	Holders
Q2 2025	25,853	$3.32M	0.5%	−9,804−27.5%	Reduced	Holders
Q1 2025	35,657	$4.46M	0.6%	−320−0.9%	Reduced	Holders
Q4 2024	35,977	$4.83M	0.7%	−3,069−7.9%	Reduced	Holders
Q3 2024	39,046	$4.37M	0.6%	−798−2.0%	Reduced	Holders
Q2 2024	39,844	$4.05M	0.4%	−3,692−8.5%	Reduced	Holders
Q1 2024	43,536	$4.90M	0.5%	−15,429−26.2%	Reduced	Holders
Q4 2023	58,965	$6.40M	0.7%	−423−0.7%	Reduced	Holders
Q3 2023	59,388	$5.42M	0.6%	+29,728+100.2%	Added	Holders
Q2 2023	29,660	$3.19M	0.5%	−24,722−45.5%	Reduced	Holders
Q1 2023	54,382	$5.73M	0.7%	−63,083−53.7%	Reduced	Holders
Q4 2022	117,465	$15.3M	1.1%	–	No prior filing	Holders
Q2 2022	–	–	–	–	Not filed	Holders
Q1 2022	85,272	$11.3M	0.8%	−47,031−35.5%	Reduced	Holders
Q4 2021	132,303	$18.7M	1.2%	+4,199+3.3%	Added	Holders
Q3 2021	128,104	$16.6M	1.1%	−8,246−6.0%	Reduced	Holders
Q2 2021	136,350	$16.1M	1.1%	+8,373+6.5%	Added	Holders
Q1 2021	127,977	$15.9M	1.2%	–	–	Holders

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