Belpointe Asset Management’s Cullen/Frost Bankers CFR Stock Holding History

Belpointe Asset 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	$1.34M	Buy	8,667 +1,753	+25%	+$249K	0.04%	401
2026 Q1	$948K	Buy	+6,914	New	+$955K	0.03%	473
2023 Q2	–	Sell	-89	Closed	-$9.38K	–	1038
2023 Q1	$9.38K	Sell	89 -321	-78%	-$40K	﹤0.01%	2753
2022 Q4	$54.8K	Buy	+410	New	+$58.3K	﹤0.01%	1549
2018 Q4	–	Sell	-9,606	Closed	-$1M	–	512
2018 Q3	$1M	Buy	9,606 +5,900	+159%	+$655K	0.16%	125
2018 Q2	$401K	Buy	3,706 +108	+3%	+$12.2K	0.11%	208
2018 Q1	$382K	Sell	3,598 -5,900	-62%	-$616K	0.11%	208
2017 Q4	$899K	Sell	9,498 -100	-1%	-$9.63K	0.2%	107
2017 Q3	$911K	Buy	+9,598	New	+$868K	0.21%	103

Other funds holding CFR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Belpointe Asset Management's CFR Position: Q2 2026 in Review

Belpointe Asset Management increased its Cullen/Frost Bankers (CFR) stake by 25% in Q2 2026, buying an estimated $249K and bringing the position to 8,667 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #401.

Belpointe Asset Management first reported a position in CFR in Q3 2017 and has held it in 9 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Belpointe Asset Management held 8,667 shares of Cullen/Frost Bankers worth $1.34M as of Q2 2026.
Belpointe Asset Management bought 1,753 Cullen/Frost Bankers shares in Q2 2026, an estimated $249K.
Cullen/Frost Bankers made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #401 holding.
Belpointe Asset Management first reported a position in Cullen/Frost Bankers in Q3 2017 and has held it in 9 quarters since.
566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.