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

Clearstead Trust’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 		$20.6K Buy
133
+78
+142% +$11.1K ﹤0.01% 457
2026
Q1 		$7.54K Buy
55
+23
+72% +$3.18K ﹤0.01% 658
2025
Q4 		$4.05K Buy
+32
New +$4.01K ﹤0.01% 801

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 Trust's CFR Position: Q2 2026 in Review

Clearstead Trust increased its Cullen/Frost Bankers (CFR) stake by 142% in Q2 2026, buying an estimated $11.1K and bringing the position to 133 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Clearstead Trust first reported a position in CFR in Q4 2025 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Clearstead Trust held 133 shares of Cullen/Frost Bankers worth $20.6K as of Q2 2026.
  • Clearstead Trust bought 78 Cullen/Frost Bankers shares in Q2 2026, an estimated $11.1K.
  • Cullen/Frost Bankers made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #457 holding.
  • Clearstead Trust first reported a position in Cullen/Frost Bankers in Q4 2025 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

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