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Worth Asset Management, LLC

SEC CIK
0001927285
Latest filing
Jul 8, 2026

CFR holding history

Cullen/Frost Bankers, Inc. in every 13F filed by Worth Asset Management, 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2022
Holdings of CFR by Worth Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−1,427−100.0%Sold outHolders
Q1 20231,427$150.3K0.1%+690+93.6%AddedHolders
Q4 2022737$98.5K0.1%00.0%UnchangedHolders
Q3 2022737$97.0K0.1%−736−50.0%ReducedHolders
Q2 20221,473$172.0K0.1%00.0%UnchangedHolders
Q1 20221,473$181.0K0.1%–No prior filingHolders