TRB Wealth Management, LLC

SEC CIK: 0002130988
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

CFR holding history

Cullen/Frost Bankers, Inc. in every 13F filed by TRB Wealth Management, 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): 25,364
Value: $3.92M
% of portfolio: 0.5%
Quarters held: 2; Since Q1 2026

Holdings of CFR by TRB Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	25,364	$3.92M	0.5%	−1,626−6.0%	Reduced	Holders
Q1 2026	26,990	$3.70M	0.5%	–	No prior filing	Holders