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Livermore
Livermore
ZHEN

Helen Stephens Group, LLC

SEC CIK
0001895252
Latest filing
Jul 31, 2026

CFR holding history

Cullen/Frost Bankers, Inc. in every 13F filed by Helen Stephens Group, 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 (Q2 2026)
12,422
Value
$1.92M
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of CFR by Helen Stephens Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,422$1.92M0.3%+26+0.2%AddedHolders
Q1 202612,396$1.70M0.3%+8,702+235.6%AddedHolders
Q4 20253,694$467.8K0.1%−88−2.3%ReducedHolders
Q3 20253,782$479.4K0.1%+30+0.8%AddedHolders
Q2 20253,752$482.3K0.1%−18−0.5%ReducedHolders
Q1 20253,770$472.0K0.1%+77+2.1%AddedHolders
Q4 20243,693$495.8K0.1%+25+0.7%AddedHolders
Q3 20243,668$410.3K0.1%−3,555−49.2%ReducedHolders
Q2 20247,223$734.1K0.3%−1,361−15.9%ReducedHolders
Q1 20248,584$966.3K0.4%00.0%UnchangedHolders
Q4 20238,584$931.3K0.4%+2,000+30.4%AddedHolders
Q3 20236,584$600.5K0.3%00.0%UnchangedHolders
Q2 20236,584$708.0K0.4%00.0%UnchangedHolders
Q1 20236,584$693.6K0.4%00.0%UnchangedHolders
Q4 20226,584$880.3K0.5%00.0%UnchangedHolders
Q3 20226,584$871.0K0.6%00.0%UnchangedHolders
Q2 20226,584$767.0K0.5%00.0%UnchangedHolders
Q1 20226,584$911.0K0.6%00.0%UnchangedHolders
Q4 20216,584$830.0K0.7%–No prior filingHolders