Advisornet Financial’s Cullen/Frost Bankers CFR Stock Holding History

Advisornet Financial’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	$2.47K	Hold	16	–	–	﹤0.01%	1896
2026 Q1	$2.19K	Hold	16	–	–	﹤0.01%	1903
2025 Q4	$2.03K	Hold	16	–	–	﹤0.01%	1899
2025 Q3	$2.03K	Hold	16	–	–	﹤0.01%	1867
2025 Q2	$2.06K	Sell	16 -3	-16%	-$367	﹤0.01%	1840
2025 Q1	$2.38K	Buy	19 +4	+27%	+$537	﹤0.01%	1758
2024 Q4	$2.01K	Hold	15	–	–	﹤0.01%	1619
2024 Q3	$1.68K	Hold	15	–	–	﹤0.01%	1800
2024 Q2	$1.52K	Sell	15 -31	-67%	-$3.25K	﹤0.01%	1688
2024 Q1	$5.18K	Buy	+46	New	+$4.92K	﹤0.01%	1430
2022 Q2	–	Sell	-293	Closed	-$41K	–	1898
2022 Q1	$41K	Hold	293	–	–	﹤0.01%	1027
2021 Q4	$37K	Hold	293	–	–	﹤0.01%	1114
2021 Q3	$35K	Hold	293	–	–	﹤0.01%	1096
2021 Q2	$33K	Hold	293	–	–	﹤0.01%	1109
2021 Q1	$32K	Hold	293	–	–	﹤0.01%	1057
2020 Q4	$26K	Hold	293	–	–	﹤0.01%	1048
2020 Q3	$19K	Hold	293	–	–	﹤0.01%	1110
2020 Q2	$22K	Hold	293	–	–	﹤0.01%	1088
2020 Q1	$16K	Sell	293 -1,345	-82%	-$110K	﹤0.01%	1122
2019 Q4	$160K	Hold	1,638	–	–	0.01%	559
2019 Q3	$145K	Hold	1,638	–	–	0.01%	579
2019 Q2	$153K	Hold	1,638	–	–	0.02%	500
2019 Q1	$159K	Hold	1,638	–	–	0.02%	459
2018 Q4	$144K	Buy	1,638 +659	+67%	+$64.1K	0.02%	448
2018 Q3	$102K	Hold	979	–	–	0.01%	549
2018 Q2	$106K	Hold	979	–	–	0.01%	510
2018 Q1	$104K	Hold	979	–	–	0.01%	520
2017 Q4	$93K	Buy	+979	New	+$94.2K	0.01%	497

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

Advisornet Financial's CFR Position: Q2 2026 in Review

Advisornet Financial held its Cullen/Frost Bankers (CFR) position steady in Q2 2026 at 16 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Advisornet Financial first reported a position in CFR in Q4 2017 and has held it in 28 quarters since. The position peaked at $160K in Q4 2019. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Advisornet Financial held 16 shares of Cullen/Frost Bankers worth $2.47K as of Q2 2026.
Advisornet Financial left its Cullen/Frost Bankers share count unchanged in Q2 2026.
Cullen/Frost Bankers made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1896 holding.
Advisornet Financial first reported a position in Cullen/Frost Bankers in Q4 2017 and has held it in 28 quarters since.
Advisornet Financial's Cullen/Frost Bankers position peaked at $160K in Q4 2019.
566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.