Superior Planning, LLC’s Cullen/Frost Bankers CFR Stock Holding History

Superior Planning, LLC’s Portfolio CFR Stock Details CFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.02K	Buy	+46	New	+$7.44K	﹤0.01%	1071

Other funds holding CFR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Superior Planning, LLC's CFR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Cullen/Frost Bankers (CFR) in Q3 2026: 46 shares worth $7.02K. The stake represents ﹤0.01% of the portfolio and ranks #1071 among its holdings.

406 funds tracked by Wall St. Rank hold CFR as of Q3 2026.

Superior Planning, LLC held 46 shares of Cullen/Frost Bankers worth $7.02K as of Q3 2026.
Cullen/Frost Bankers was a new Superior Planning, LLC position in Q3 2026.
Cullen/Frost Bankers made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1071 holding.
406 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.