Apella Capital’s Cullen/Frost Bankers CFR Stock Holding History

Apella Capital’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	$214K	Buy	+1,423	New	+$230K	﹤0.01%	727

Other funds holding CFR

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital's CFR Position: Q3 2026 in Review

Apella Capital opened a new position in Cullen/Frost Bankers (CFR) in Q3 2026: 1,423 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings.

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

Apella Capital held 1,423 shares of Cullen/Frost Bankers worth $214K as of Q3 2026.
Cullen/Frost Bankers was a new Apella Capital position in Q3 2026.
Cullen/Frost Bankers made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #727 holding.
17 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.