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
Q2 		$9.79M Sell
63,386
-8,710
-12% -$1.24M 0.01% 780
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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Cerity Partners's CFR Position: Q2 2026 in Review

Cerity Partners reduced its Cullen/Frost Bankers (CFR) stake by 12% in Q2 2026, selling an estimated $1.24M and leaving 63,386 shares worth $9.79M. The position accounts for 0.01% of the portfolio, ranked #780.

Cerity Partners first reported a position in CFR in Q2 2017 and has held it in 20 quarters since. The position peaked at $9.88M in Q1 2026. 570 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Cerity Partners held 63,386 shares of Cullen/Frost Bankers worth $9.79M as of Q2 2026.
  • Cerity Partners sold 8,710 Cullen/Frost Bankers shares in Q2 2026, an estimated $1.24M.
  • Cullen/Frost Bankers made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #780 holding.
  • Cerity Partners first reported a position in Cullen/Frost Bankers in Q2 2017 and has held it in 20 quarters since.
  • Cerity Partners's Cullen/Frost Bankers position peaked at $9.88M in Q1 2026.
  • 570 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.