Capital Advisors Ltd’s Cullen/Frost Bankers CFR Stock Holding History

Capital Advisors Ltd’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	$6K	Hold	38	–	–	﹤0.01%	936
2026 Q1	$5K	Hold	38	–	–	﹤0.01%	947
2025 Q4	$5K	Hold	38	–	–	﹤0.01%	934
2025 Q3	$5K	Hold	38	–	–	﹤0.01%	911
2025 Q2	$5K	Hold	38	–	–	﹤0.01%	919
2025 Q1	$5K	Hold	38	–	–	﹤0.01%	911
2024 Q4	$5K	Hold	38	–	–	﹤0.01%	933
2024 Q3	$4K	Hold	38	–	–	﹤0.01%	948
2024 Q2	$4K	Sell	38 -11	-22%	-$1.15K	﹤0.01%	935
2024 Q1	$6K	Buy	49 +11	+29%	+$1.18K	﹤0.01%	830
2023 Q4	$4K	Buy	38 +34	+850%	+$3.3K	﹤0.01%	879
2023 Q3	$0	Buy	+4	New	+$406	﹤0.01%	1301
2022 Q4	–	Sell	-8	Closed	-$1K	–	1259
2022 Q3	$1K	Buy	+8	New	+$1.05K	﹤0.01%	979

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

Capital Advisors Ltd's CFR Position: Q2 2026 in Review

Capital Advisors Ltd held its Cullen/Frost Bankers (CFR) position steady in Q2 2026 at 38 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Capital Advisors Ltd first reported a position in CFR in Q3 2022 and has held it in 13 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Capital Advisors Ltd held 38 shares of Cullen/Frost Bankers worth $6K as of Q2 2026.
Capital Advisors Ltd left its Cullen/Frost Bankers share count unchanged in Q2 2026.
Cullen/Frost Bankers made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #936 holding.
Capital Advisors Ltd first reported a position in Cullen/Frost Bankers in Q3 2022 and has held it in 13 quarters since.
566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.