Cerity Partners
CFR icon

Cerity Partners’s Cullen/Frost Bankers CFR Stock Holding History

Cerity Partners’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 		$9.88M Buy
72,096
+8,585
+14% +$1.19M 0.01% 697
2025
Q4 		$8.04M Buy
63,511
+2,790
+5% +$350K 0.01% 739
2025
Q3 		$7.7M Sell
60,721
-5,615
-8% -$730K 0.01% 690
2025
Q2 		$8.53M Buy
66,336
+5,176
+8% +$633K 0.02% 594
2025
Q1 		$7.66M Buy
61,160
+14,512
+31% +$1.95M 0.02% 586
2024
Q4 		$5.42M Sell
46,648
-67
-0.1% -$8.8K 0.01% 680
2024
Q3 		$5.23M Buy
46,715
+15,244
+48% +$1.67M 0.01% 681
2024
Q2 		$3.2M Sell
31,471
-10,028
-24% -$1.05M 0.01% 741
2024
Q1 		$4.67M Buy
41,499
+38,768
+1,420% +$4.14M 0.01% 663
2023
Q4 		$296K Buy
+2,731
New +$265K ﹤0.01% 1521
2023
Q3 		– Sell
-2,601
Closed -$280K – 1436
2023
Q2 		$280K Sell
2,601
-512
-16% -$53.5K ﹤0.01% 1414
2023
Q1 		$328K Buy
+3,113
New +$388K ﹤0.01% 1491
2019
Q2 		– Sell
-4,504
Closed -$437K – 499
2019
Q1 		$437K Buy
+4,504
New +$447K 0.03% 344
2018
Q4 		– Sell
-3,374
Closed -$352K – 519
2018
Q3 		$352K Buy
3,374
+91
+3% +$10.1K 0.02% 390
2018
Q2 		$355K Buy
3,283
+75
+2% +$8.47K 0.03% 390
2018
Q1 		$340K Buy
3,208
+101
+3% +$10.6K 0.03% 405
2017
Q4 		$294K Buy
3,107
+1
+0% +$96 0.02% 451
2017
Q3 		$295K Sell
3,106
-22,345
-88% -$2.02M 0.02% 443
2017
Q2 		$4.07M Buy
+25,451
New +$2.35M 0.34% 66

Other funds holding CFR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners's CFR Position: Q1 2026 in Review

Cerity Partners increased its Cullen/Frost Bankers (CFR) stake by 14% in Q1 2026, buying an estimated $1.19M and bringing the position to 72,096 shares worth $9.88M. The position accounts for 0.01% of the portfolio, ranked #697.

Cerity Partners first reported a position in CFR in Q2 2017 and has held it in 19 quarters since. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

  • Cerity Partners held 72,096 shares of Cullen/Frost Bankers worth $9.88M as of Q1 2026.
  • Cerity Partners bought 8,585 Cullen/Frost Bankers shares in Q1 2026, an estimated $1.19M.
  • Cullen/Frost Bankers made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #697 holding.
  • Cerity Partners first reported a position in Cullen/Frost Bankers in Q2 2017 and has held it in 19 quarters since.
  • 537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.