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Avion Wealth’s Cullen/Frost Bankers CFR Stock Holding History

Avion Wealth’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 		$0 Buy
+4
New +$568 ﹤0.01% 1467
2025
Q3 		– Sell
-4
Closed – – 1246
2025
Q2 		$0 Buy
+4
New +$489 ﹤0.01% 1225
2023
Q4 		– Sell
-5
Closed – – 1104
2023
Q3 		$0 Buy
+5
New +$507 ﹤0.01% 840

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 $3.38T AUM 44.17% 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

Avion Wealth's CFR Position: Q2 2026 in Review

Avion Wealth opened a new position in Cullen/Frost Bankers (CFR) in Q2 2026: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1467 among its holdings. This is a return to the name: Avion Wealth previously reported a position in CFR as recently as Q2 2025.

Avion Wealth first reported a position in CFR in Q3 2023 and has held it in 3 quarters since. 572 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Avion Wealth held 4 shares of Cullen/Frost Bankers worth $0 as of Q2 2026.
  • Cullen/Frost Bankers was a new Avion Wealth position in Q2 2026.
  • Cullen/Frost Bankers made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1467 holding.
  • Avion Wealth first reported a position in Cullen/Frost Bankers in Q3 2023 and has held it in 3 quarters since.
  • 572 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.