Cullen/Frost Bankers shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Cullen/Frost Bankers (CFR) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Cullen/Frost Bankers
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Quarterly reported holdings in Cullen/Frost Bankers by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 62k | 126.77 |
| 2025-06-30 | $8.1M | 63k | 128.54 |
| 2025-03-31 | $6.9M | 55k | 125.20 |
| 2024-12-31 | $7.6M | 57k | 134.25 |
| 2024-09-30 | $6.1M | 55k | 111.86 |
| 2024-06-30 | $5.8M | 57k | 101.63 |
| 2024-03-31 | $6.6M | 59k | 112.57 |
| 2023-12-31 | $5.9M | 54k | 108.49 |
| 2023-09-30 | $7.0M | 77k | 91.21 |
| 2023-06-30 | $4.0M | 37k | 107.53 |
| 2023-03-31 | $7.5M | 71k | 105.34 |
| 2022-12-31 | $15M | 114k | 131.83 |
| 2022-09-30 | $12M | 85k | 137.36 |
| 2022-03-31 | $11M | 85k | 132.29 |
More positions owned by WealthPlan Investment Management
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