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Cape Investment Advisory’s Cullen/Frost Bankers CFR Stock Holding History

Cape Investment Advisory’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 		$2.78K Buy
+18
New +$2.56K ﹤0.01% 1168
2026
Q1 		– Sell
-17
Closed -$2.15K – 368
2025
Q4 		$2.15K Hold
17
– – ﹤0.01% 1091
2025
Q3 		$2.15K Buy
+17
New +$2.21K ﹤0.01% 666

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

Cape Investment Advisory's CFR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Cullen/Frost Bankers (CFR) in Q2 2026: 18 shares worth $2.78K. The stake represents ﹤0.01% of the portfolio and ranks #1168 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CFR as recently as Q4 2025.

Cape Investment Advisory first reported a position in CFR in Q3 2025 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Cape Investment Advisory held 18 shares of Cullen/Frost Bankers worth $2.78K as of Q2 2026.
  • Cullen/Frost Bankers was a new Cape Investment Advisory position in Q2 2026.
  • Cullen/Frost Bankers made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1168 holding.
  • Cape Investment Advisory first reported a position in Cullen/Frost Bankers in Q3 2025 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.