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Clearstead Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Clearstead Advisors’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 		$8.81K Buy
57
+42
+280% +$5.96K ﹤0.01% 2020
2026
Q1 		$2.06K Sell
15
-213
-93% -$29.4K ﹤0.01% 1890
2025
Q4 		$28.9K Sell
228
-90
-28% -$11.3K ﹤0.01% 1599
2025
Q3 		$40.3K Sell
318
-1,922
-86% -$250K ﹤0.01% 1348
2025
Q2 		$288K Buy
2,240
+167
+8% +$20.4K ﹤0.01% 778
2025
Q1 		$260K Sell
2,073
-115
-5% -$15.4K ﹤0.01% 747
2024
Q4 		$294K Buy
2,188
+1,283
+142% +$169K ﹤0.01% 732
2024
Q3 		$101K Sell
905
-116
-11% -$12.7K ﹤0.01% 1027
2024
Q2 		$104K Buy
1,021
+990
+3,194% +$104K ﹤0.01% 989
2024
Q1 		$3.33K Hold
31
– – ﹤0.01% 1236
2023
Q4 		$3.36K Sell
31
-31
-50% -$3.01K ﹤0.01% 1218
2023
Q3 		$5.66K Buy
+62
New +$6.29K ﹤0.01% 1217
2023
Q2 		– Sell
-280
Closed -$29.5K – 1391
2023
Q1 		$29.5K Buy
+280
New +$34.9K ﹤0.01% 774
2021
Q4 		– Sell
-224
Closed -$27K – 1295
2021
Q3 		$27K Buy
+224
New +$25K ﹤0.01% 722

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 $59.9B AUM 27.01% 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

Clearstead Advisors's CFR Position: Q2 2026 in Review

Clearstead Advisors increased its Cullen/Frost Bankers (CFR) stake by 280% in Q2 2026, buying an estimated $5.96K and bringing the position to 57 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

Clearstead Advisors first reported a position in CFR in Q3 2021 and has held it in 14 quarters since. The position peaked at $294K in Q4 2024. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Clearstead Advisors held 57 shares of Cullen/Frost Bankers worth $8.81K as of Q2 2026.
  • Clearstead Advisors bought 42 Cullen/Frost Bankers shares in Q2 2026, an estimated $5.96K.
  • Cullen/Frost Bankers made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2020 holding.
  • Clearstead Advisors first reported a position in Cullen/Frost Bankers in Q3 2021 and has held it in 14 quarters since.
  • Clearstead Advisors's Cullen/Frost Bankers position peaked at $294K in Q4 2024.
  • 566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.