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Beacon Pointe Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Beacon Pointe Advisors’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 		$1.7M Buy
12,369
+10,248
+483% +$1.42M 0.01% 790
2025
Q4 		$269K Sell
2,121
-306
-13% -$38.4K ﹤0.01% 1320
2025
Q3 		$308K Sell
2,427
-442
-15% -$57.4K ﹤0.01% 1176
2025
Q2 		$369K Sell
2,869
-240
-8% -$29.3K ﹤0.01% 980
2025
Q1 		$389K Buy
3,109
+181
+6% +$24.3K ﹤0.01% 923
2024
Q4 		$393K Sell
2,928
-164
-5% -$21.5K ﹤0.01% 904
2024
Q3 		$346K Sell
3,092
-930
-23% -$102K ﹤0.01% 978
2024
Q2 		$409K Buy
4,022
+169
+4% +$17.7K ﹤0.01% 942
2024
Q1 		$434K Buy
3,853
+336
+10% +$35.9K ﹤0.01% 969
2023
Q4 		$382K Sell
3,517
-54
-2% -$5.24K ﹤0.01% 987
2023
Q3 		$326K Buy
3,571
+137
+4% +$13.9K ﹤0.01% 1032
2023
Q2 		$369K Buy
3,434
+565
+20% +$59K 0.01% 816
2023
Q1 		$302K Sell
2,869
-2,572
-47% -$320K 0.01% 929
2022
Q4 		$727K Buy
5,441
+3,096
+132% +$440K 0.01% 584
2022
Q3 		$313K Buy
+2,345
New +$307K 0.01% 781
2022
Q2 		– Sell
-15,433
Closed -$2.14M – 1067
2022
Q1 		$2.14M Buy
15,433
+13,406
+661% +$1.87M 0.03% 432
2021
Q4 		$256K Buy
+2,027
New +$261K 0.01% 788
2021
Q3 		– Sell
-2,064
Closed -$231K – 916
2021
Q2 		$231K Buy
+2,064
New +$241K 0.01% 745

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

Beacon Pointe Advisors's CFR Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Cullen/Frost Bankers (CFR) stake by 483% in Q1 2026, buying an estimated $1.42M and bringing the position to 12,369 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #790.

Beacon Pointe Advisors first reported a position in CFR in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.14M in Q1 2022. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

  • Beacon Pointe Advisors held 12,369 shares of Cullen/Frost Bankers worth $1.7M as of Q1 2026.
  • Beacon Pointe Advisors bought 10,248 Cullen/Frost Bankers shares in Q1 2026, an estimated $1.42M.
  • Cullen/Frost Bankers made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #790 holding.
  • Beacon Pointe Advisors first reported a position in Cullen/Frost Bankers in Q2 2021 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's Cullen/Frost Bankers position peaked at $2.14M in Q1 2022.
  • 537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.