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

CBIZ Investment Advisory Services’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 		– Sell
-56
Closed -$7.09K – 467
2025
Q4 		$7.09K Buy
+56
New +$7.03K ﹤0.01% 448

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 $1.55T AUM 33.47% 1-Year Est. Return

CBIZ Investment Advisory Services's CFR Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Cullen/Frost Bankers (CFR) in Q1 2026, closing a stake of 56 shares — an estimated $7.09K sold.

CBIZ Investment Advisory Services first reported a position in CFR in Q4 2025 and held it in 1 quarter. The position peaked at $7.09K in Q4 2025. 539 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Cullen/Frost Bankers position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 56 Cullen/Frost Bankers shares in Q1 2026, an estimated $7.09K.
  • CBIZ Investment Advisory Services first reported a position in Cullen/Frost Bankers in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Cullen/Frost Bankers position peaked at $7.09K in Q4 2025.
  • 539 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.