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Atria Investments’s Cullen/Frost Bankers CFR Stock Holding History

Atria Investments’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
Q1 		$1.36M Buy
9,952
+375
+4% +$51.8K 0.02% 890
2025
Q4 		$1.21M Sell
9,577
-3,383
-26% -$424K 0.01% 968
2025
Q3 		$1.64M Buy
12,960
+1,364
+12% +$177K 0.02% 806
2025
Q2 		$1.49M Sell
11,596
-4,058
-26% -$496K 0.02% 854
2025
Q1 		$1.96M Sell
15,654
-4,570
-23% -$614K 0.03% 714
2024
Q4 		$2.72M Buy
20,224
+3,160
+19% +$415K 0.03% 563
2024
Q3 		$1.91M Buy
17,064
+840
+5% +$91.8K 0.02% 685
2024
Q2 		$1.65M Sell
16,224
-495
-3% -$51.8K 0.02% 718
2024
Q1 		$1.88M Buy
16,719
+2,504
+18% +$268K 0.03% 679
2023
Q4 		$1.54M Buy
14,215
+3,079
+28% +$299K 0.02% 704
2023
Q3 		$1.02M Sell
11,136
-1,232
-10% -$125K 0.02% 837
2023
Q2 		$1.33M Sell
12,368
-6
-0% -$627 0.02% 719
2023
Q1 		$1.3M Sell
12,374
-2,422
-16% -$302K 0.02% 703
2022
Q4 		$1.98M Buy
14,796
+465
+3% +$66.1K 0.04% 517
2022
Q3 		$1.9M Buy
14,331
+835
+6% +$109K 0.04% 500
2022
Q2 		$1.57M Buy
13,496
+2,396
+22% +$306K 0.03% 582
2022
Q1 		$1.54M Buy
11,100
+1,041
+10% +$145K 0.03% 665
2021
Q4 		$1.27M Buy
10,059
+343
+4% +$44.1K 0.02% 736
2021
Q3 		$1.15M Buy
+9,716
New +$1.08M 0.02% 728
2015
Q3 		– Sell
-2,643
Closed -$208K – 351
2015
Q2 		$208K Buy
+2,643
New +$195K 0.02% 375

Other funds holding CFR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Investments's CFR Position: Q1 2026 in Review

Atria Investments increased its Cullen/Frost Bankers (CFR) stake by 3.9% in Q1 2026, buying an estimated $51.8K and bringing the position to 9,952 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #890.

Atria Investments first reported a position in CFR in Q2 2015 and has held it in 20 quarters since. The position peaked at $2.72M in Q4 2024. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

  • Atria Investments held 9,952 shares of Cullen/Frost Bankers worth $1.36M as of Q1 2026.
  • Atria Investments bought 375 Cullen/Frost Bankers shares in Q1 2026, an estimated $51.8K.
  • Cullen/Frost Bankers made up 0.02% of Atria Investments's portfolio in Q1 2026, its #890 holding.
  • Atria Investments first reported a position in Cullen/Frost Bankers in Q2 2015 and has held it in 20 quarters since.
  • Atria Investments's Cullen/Frost Bankers position peaked at $2.72M in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.