1620 Investment Advisors’s Cullen/Frost Bankers CFR Stock Holding History

1620 Investment Advisors’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 Q2	$190K	Sell	1,227 -68	-5%	-$9.66K	0.12%	185
2026 Q1	$178K	Sell	1,295 -3	-0.2%	-$414	0.12%	170
2025 Q4	$164K	Sell	1,298 -56	-4%	-$7.03K	0.11%	177
2025 Q3	$172K	Sell	1,354 -52	-4%	-$6.76K	0.12%	169
2025 Q2	$181K	Sell	1,406 -29	-2%	-$3.55K	0.13%	156
2025 Q1	$180K	Sell	1,435 -8	-0.6%	-$1.07K	0.14%	154
2024 Q4	$194K	Sell	1,443 -41	-3%	-$5.38K	0.15%	154
2024 Q3	$166K	Sell	1,484 -67	-4%	-$7.33K	0.12%	169
2024 Q2	$158K	Buy	+1,551	New	+$162K	0.12%	175
2023 Q1	–	Sell	-1,562	Closed	-$209K	–	131
2022 Q4	$209K	Buy	1,562 +27	+2%	+$3.84K	0.25%	127
2022 Q3	$203K	Buy	+1,535	New	+$201K	0.3%	110

Other funds holding CFR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

1620 Investment Advisors's CFR Position: Q2 2026 in Review

1620 Investment Advisors reduced its Cullen/Frost Bankers (CFR) stake by 5.3% in Q2 2026, selling an estimated $9.66K and leaving 1,227 shares worth $190K. The position accounts for 0.12% of the portfolio, ranked #185.

1620 Investment Advisors first reported a position in CFR in Q3 2022 and has held it in 11 quarters since. The position peaked at $209K in Q4 2022. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

1620 Investment Advisors held 1,227 shares of Cullen/Frost Bankers worth $190K as of Q2 2026.
1620 Investment Advisors sold 68 Cullen/Frost Bankers shares in Q2 2026, an estimated $9.66K.
Cullen/Frost Bankers made up 0.12% of 1620 Investment Advisors's portfolio in Q2 2026, its #185 holding.
1620 Investment Advisors first reported a position in Cullen/Frost Bankers in Q3 2022 and has held it in 11 quarters since.
1620 Investment Advisors's Cullen/Frost Bankers position peaked at $209K in Q4 2022.
566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.