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Burney Company’s Cullen/Frost Bankers CFR Stock Holding History

Burney Company’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 		$953K Sell
6,170
-49
-0.8% -$6.96K 0.03% 358
2026
Q1 		$853K Buy
6,219
+125
+2% +$17.3K 0.03% 357
2025
Q4 		$772K Buy
6,094
+399
+7% +$50.1K 0.02% 368
2025
Q3 		$722K Buy
+5,695
New +$740K 0.02% 359
2020
Q1 		– Sell
-3,834
Closed -$375K – 435
2019
Q4 		$375K Buy
3,834
+1,534
+67% +$143K 0.02% 369
2019
Q3 		$204K Hold
2,300
– – 0.01% 424
2019
Q2 		$215K Hold
2,300
– – 0.01% 423
2019
Q1 		$223K Hold
2,300
– – 0.01% 426
2018
Q4 		$202K Buy
+2,300
New +$224K 0.01% 419

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

Burney Company's CFR Position: Q2 2026 in Review

Burney Company reduced its Cullen/Frost Bankers (CFR) stake by 0.79% in Q2 2026, selling an estimated $6.96K and leaving 6,170 shares worth $953K. The position accounts for 0.03% of the portfolio, ranked #358.

Burney Company first reported a position in CFR in Q4 2018 and has held it in 9 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Burney Company held 6,170 shares of Cullen/Frost Bankers worth $953K as of Q2 2026.
  • Burney Company sold 49 Cullen/Frost Bankers shares in Q2 2026, an estimated $6.96K.
  • Cullen/Frost Bankers made up 0.03% of Burney Company's portfolio in Q2 2026, its #358 holding.
  • Burney Company first reported a position in Cullen/Frost Bankers in Q4 2018 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 Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.