Carson Wealth (CWM LLC)
CFR icon

Carson Wealth (CWM LLC)’s Cullen/Frost Bankers CFR Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.21M Buy
8,828
+3,586
+68% +$495K ﹤0.01% 1441
2025
Q4 		$664K Buy
5,242
+910
+21% +$114K ﹤0.01% 1746
2025
Q3 		$549K Sell
4,332
-596
-12% -$77.5K ﹤0.01% 1737
2025
Q2 		$633K Buy
4,928
+192
+4% +$23.5K ﹤0.01% 1490
2025
Q1 		$593K Buy
4,736
+843
+22% +$113K ﹤0.01% 1389
2024
Q4 		$523K Buy
3,893
+510
+15% +$67K ﹤0.01% 1356
2024
Q3 		$378K Buy
3,383
+2,993
+767% +$327K ﹤0.01% 1432
2024
Q2 		$40K Buy
390
+56
+17% +$5.87K ﹤0.01% 2613
2024
Q1 		$38K Buy
334
+106
+46% +$11.3K ﹤0.01% 2472
2023
Q4 		$25K Sell
228
-446
-66% -$43.3K ﹤0.01% 2618
2023
Q3 		$62K Buy
674
+2
+0.3% +$203 ﹤0.01% 1936
2023
Q2 		$72K Sell
672
-187
-22% -$19.5K ﹤0.01% 1754
2023
Q1 		$91K Buy
859
+164
+24% +$20.4K ﹤0.01% 1542
2022
Q4 		$93K Buy
695
+128
+23% +$18.2K ﹤0.01% 1407
2022
Q3 		$75K Buy
567
+183
+48% +$24K ﹤0.01% 1468
2022
Q2 		$45K Buy
384
+332
+638% +$42.4K ﹤0.01% 1673
2022
Q1 		$7K Buy
+52
New +$7.24K ﹤0.01% 2670
2019
Q1 		– Sell
-9
Closed -$1K – 2967
2018
Q4 		$1K Buy
+9
New +$876 ﹤0.01% 1854
2017
Q4 		– Sell
-13
Closed -$1K – 1464
2017
Q3 		$1K Buy
+13
New +$1.18K ﹤0.01% 1351

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CFR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Cullen/Frost Bankers (CFR) stake by 68% in Q1 2026, buying an estimated $495K and bringing the position to 8,828 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Carson Wealth (CWM LLC) first reported a position in CFR in Q3 2017 and has held it in 19 quarters since. 539 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,828 shares of Cullen/Frost Bankers worth $1.21M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,586 Cullen/Frost Bankers shares in Q1 2026, an estimated $495K.
  • Cullen/Frost Bankers made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1441 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cullen/Frost Bankers in Q3 2017 and has held it in 19 quarters since.
  • 539 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.