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CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

CFR holding history

Cullen/Frost Bankers, Inc. in every 13F filed by CWS Financial Advisors, LLC, 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 (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of CFR by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−1,981−100.0%Sold outHolders
Q4 20221,981$215.0K0.1%−139−6.6%ReducedHolders
Q3 20222,120$280.0K0.1%−7−0.3%ReducedHolders
Q2 20222,127$248.0K0.1%+15+0.7%AddedHolders
Q1 20222,112$292.0K0.1%−4−0.2%ReducedHolders
Q4 20212,116$267.0K0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20211,981$222.0K0.1%00.0%UnchangedHolders
Q1 20211,981$215.0K0.1%––Holders

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