Capstone Investment Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Capstone Investment 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	$1.28M	Buy	9,345 +3,010	+48%	+$416K	﹤0.01%	772
2025 Q4	$802K	Buy	+6,335	New	+$795K	﹤0.01%	955
2024 Q2	–	Sell	-3,993	Closed	-$449K	–	2131
2024 Q1	$449K	Buy	3,993 +1,628	+69%	+$174K	﹤0.01%	1614
2023 Q4	$257K	Buy	+2,365	New	+$230K	﹤0.01%	1667
2018 Q1	–	Sell	-5,400	Closed	-$511K	–	366
2017 Q4	$511K	Buy	+5,400	New	+$520K	0.01%	263
2017 Q2	–	Sell	-7,600	Closed	-$676K	–	665
2017 Q1	$676K	Sell	7,600 -1,000	-12%	-$90K	0.02%	514
2016 Q4	$758K	Buy	+8,600	New	+$690K	0.02%	486
2016 Q2	–	Sell	-5,500	Closed	-$303K	–	701
2016 Q1	$303K	Sell	5,500 -3,853	-41%	-$199K	0.01%	516
2015 Q4	$561K	Buy	9,353 +4,233	+83%	+$281K	0.02%	327
2015 Q3	$325K	Buy	+5,120	New	+$349K	0.01%	328

Other funds holding CFR

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capstone Investment Advisors's CFR Position: Q1 2026 in Review

Capstone Investment Advisors increased its Cullen/Frost Bankers (CFR) stake by 48% in Q1 2026, buying an estimated $416K and bringing the position to 9,345 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Capstone Investment Advisors first reported a position in CFR in Q3 2015 and has held it in 10 quarters since. 538 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

Capstone Investment Advisors held 9,345 shares of Cullen/Frost Bankers worth $1.28M as of Q1 2026.
Capstone Investment Advisors bought 3,010 Cullen/Frost Bankers shares in Q1 2026, an estimated $416K.
Cullen/Frost Bankers made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #772 holding.
Capstone Investment Advisors first reported a position in Cullen/Frost Bankers in Q3 2015 and has held it in 10 quarters since.
538 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

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