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Bay Harbor Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

Bay Harbor Wealth Management’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 		$2.32K Buy
15
+4
+36% +$568 ﹤0.01% 614
2026
Q1 		$1.51K Buy
11
+4
+57% +$552 ﹤0.01% 632
2025
Q4 		$886 Buy
7
+2
+40% +$251 ﹤0.01% 674
2025
Q3 		$633 Buy
5
+2
+67% +$260 ﹤0.01% 644
2025
Q2 		$385 Buy
3
+1
+50% +$122 ﹤0.01% 728
2025
Q1 		$250 Buy
+2
New +$269 ﹤0.01% 604

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

Bay Harbor Wealth Management's CFR Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Cullen/Frost Bankers (CFR) stake by 36% in Q2 2026, buying an estimated $568 and bringing the position to 15 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Bay Harbor Wealth Management first reported a position in CFR in Q1 2025 and has held it in 6 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Bay Harbor Wealth Management held 15 shares of Cullen/Frost Bankers worth $2.32K as of Q2 2026.
  • Bay Harbor Wealth Management bought 4 Cullen/Frost Bankers shares in Q2 2026, an estimated $568.
  • Cullen/Frost Bankers made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #614 holding.
  • Bay Harbor Wealth Management first reported a position in Cullen/Frost Bankers in Q1 2025 and has held it in 6 quarters since.
  • 566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.