Cary Street Partners Investment Advisory’s Cullen/Frost Bankers CFR Stock Holding History

Cary Street Partners 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	$75.9K	Buy	491 +69	+16%	+$9.8K	0.02%	541
2026 Q1	$57.8K	Sell	422 -2	-0.5%	-$276	0.01%	525
2025 Q4	$53.7K	Hold	424	–	–	0.01%	501
2025 Q3	$53.8K	Hold	424	–	–	0.02%	429
2025 Q2	$54.5K	Sell	424 -43	-9%	-$5.26K	0.03%	390
2025 Q1	$58.5K	Buy	+467	New	+$62.7K	0.03%	351
2024 Q2	–	Sell	-1,781	Closed	-$200K	–	752
2024 Q1	$200K	Sell	1,781 -622	-26%	-$66.5K	0.01%	672
2023 Q4	$261K	Sell	2,403 -446	-16%	-$43.3K	0.01%	556
2023 Q3	$260K	Buy	2,849 +165	+6%	+$16.7K	0.01%	502
2023 Q2	$289K	Buy	2,684 +2,675	+29,722%	+$279K	0.02%	445
2023 Q1	$948	Hold	9	–	–	﹤0.01%	1575
2022 Q4	$1.2K	Buy	+9	New	+$1.28K	﹤0.01%	1567
2020 Q4	–	Sell	-9	Closed	-$1K	–	438
2020 Q3	$1K	Buy	+9	New	+$631	﹤0.01%	942

Other funds holding CFR

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cary Street Partners Investment Advisory's CFR Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Cullen/Frost Bankers (CFR) stake by 16% in Q2 2026, buying an estimated $9.8K and bringing the position to 491 shares worth $75.9K. The position accounts for 0.02% of the portfolio, ranked #541.

Cary Street Partners Investment Advisory first reported a position in CFR in Q3 2020 and has held it in 13 quarters since. The position peaked at $289K in Q2 2023. 365 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Cary Street Partners Investment Advisory held 491 shares of Cullen/Frost Bankers worth $75.9K as of Q2 2026.
Cary Street Partners Investment Advisory bought 69 Cullen/Frost Bankers shares in Q2 2026, an estimated $9.8K.
Cullen/Frost Bankers made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #541 holding.
Cary Street Partners Investment Advisory first reported a position in Cullen/Frost Bankers in Q3 2020 and has held it in 13 quarters since.
Cary Street Partners Investment Advisory's Cullen/Frost Bankers position peaked at $289K in Q2 2023.
365 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.