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Advocate Investing Services’s Cullen/Frost Bankers CFR Stock Holding History

Advocate Investing Services’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 		$1.39K Hold
9
– – ﹤0.01% 400
2026
Q1 		$1.23K Hold
9
– – ﹤0.01% 393
2025
Q4 		$1.14K Buy
+9
New +$1.13K ﹤0.01% 380

Other funds holding CFR

BlackRock
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Aristotle Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Advocate Investing Services's CFR Position: Q2 2026 in Review

Advocate Investing Services held its Cullen/Frost Bankers (CFR) position steady in Q2 2026 at 9 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Advocate Investing Services first reported a position in CFR in Q4 2025 and has held it in 3 quarters since. 567 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Advocate Investing Services held 9 shares of Cullen/Frost Bankers worth $1.39K as of Q2 2026.
  • Advocate Investing Services left its Cullen/Frost Bankers share count unchanged in Q2 2026.
  • Cullen/Frost Bankers made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #400 holding.
  • Advocate Investing Services first reported a position in Cullen/Frost Bankers in Q4 2025 and has held it in 3 quarters since.
  • 567 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.