SEC 13F Intelligence

Forefront Wealth Management Inc. / CFR

Forefront Wealth Management Inc.’s Cullen Frost Bankers Inc Position

Does Forefront Wealth Management Inc. own Cullen Frost Bankers Inc (CFR)? Not currently — the last reported position was 13.8K shares worth $2M in Q4 2022; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$2M
Q4 2022
Shares
13.8K
% of Portfolio
+2.49%
Quarters Held
2
position exited

Position History CFR

Reported value by quarter
Q3 ’22: $2MQ3 ’22Q4 ’22: $2MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202213.8K$2M+2.49%
Q3 202212.1K$2M+2.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Forefront Wealth Management Inc.’s full portfolio or all institutional holders of CFR.