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Avidian Wealth Enterprises’s Cullen/Frost Bankers CFR Stock Holding History

Avidian Wealth Enterprises’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 		$394K Buy
2,583
+5
+0.2% +$809 0.01% 541
2026
Q2 		$398K Hold
2,578
– – 0.01% 528
2026
Q1 		$353K Buy
2,578
+73
+3% +$10.1K 0.01% 512
2025
Q4 		$317K Buy
2,505
+4
+0.2% +$502 0.01% 464
2025
Q3 		$317K Buy
2,501
+73
+3% +$9.49K 0.01% 458
2025
Q2 		$312K Sell
2,428
-997
-29% -$122K 0.01% 433
2025
Q1 		$429K Buy
3,425
+1,008
+42% +$135K 0.02% 337
2024
Q4 		$325K Buy
2,417
+4
+0.2% +$525 0.01% 383
2024
Q3 		$270K Sell
2,413
-199
-8% -$21.8K 0.01% 415
2024
Q2 		$265K Buy
2,612
+358
+16% +$37.5K 0.01% 418
2024
Q1 		$254K Buy
+2,254
New +$241K 0.01% 385
2023
Q3 		– Sell
-1,947
Closed -$209K – 399
2023
Q2 		$209K Sell
1,947
-942
-33% -$98.4K 0.01% 392
2023
Q1 		$304K Buy
2,889
+264
+10% +$32.9K 0.02% 376
2022
Q4 		$351K Buy
2,625
+10
+0.4% +$1.42K 0.02% 332
2022
Q3 		$346K Buy
2,615
+8
+0.3% +$1.05K 0.03% 298
2022
Q2 		$304K Buy
2,607
+841
+48% +$107K 0.02% 349
2022
Q1 		$244K Sell
1,766
-12
-0.7% -$1.67K 0.01% 421
2021
Q4 		$224K Buy
1,778
+8
+0.5% +$1.03K 0.01% 468
2021
Q3 		$210K Buy
+1,770
New +$198K 0.02% 348

Other funds holding CFR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Avidian Wealth Enterprises's CFR Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Cullen/Frost Bankers (CFR) stake by 0.19% in Q3 2026, buying an estimated $809 and bringing the position to 2,583 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #541.

Avidian Wealth Enterprises first reported a position in CFR in Q3 2021 and has held it in 19 quarters since. The position peaked at $429K in Q1 2025. 17 funds tracked by Wall St. Rank hold CFR as of Q3 2026.

  • Avidian Wealth Enterprises held 2,583 shares of Cullen/Frost Bankers worth $394K as of Q3 2026.
  • Avidian Wealth Enterprises bought 5 Cullen/Frost Bankers shares in Q3 2026, an estimated $809.
  • Cullen/Frost Bankers made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #541 holding.
  • Avidian Wealth Enterprises first reported a position in Cullen/Frost Bankers in Q3 2021 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's Cullen/Frost Bankers position peaked at $429K in Q1 2025.
  • 17 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.