AWE
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
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 $59.9B AUM 27.01% 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

Avidian Wealth Enterprises's CFR Position: Q2 2026 in Review

Avidian Wealth Enterprises held its Cullen/Frost Bankers (CFR) position steady in Q2 2026 at 2,578 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #528.

Avidian Wealth Enterprises first reported a position in CFR in Q3 2021 and has held it in 18 quarters since. The position peaked at $429K in Q1 2025. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Avidian Wealth Enterprises held 2,578 shares of Cullen/Frost Bankers worth $398K as of Q2 2026.
  • Avidian Wealth Enterprises left its Cullen/Frost Bankers share count unchanged in Q2 2026.
  • Cullen/Frost Bankers made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #528 holding.
  • Avidian Wealth Enterprises first reported a position in Cullen/Frost Bankers in Q3 2021 and has held it in 18 quarters since.
  • Avidian Wealth Enterprises's Cullen/Frost Bankers position peaked at $429K in Q1 2025.
  • 566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.