Concurrent Investment Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Concurrent Investment 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	$3.18M	Sell	20,577 -109	-0.5%	-$15.5K	0.03%	571
2026 Q1	$2.84M	Sell	20,686 -762	-4%	-$105K	0.03%	506
2025 Q4	$2.72M	Buy	21,448 +19,221	+863%	+$2.41M	0.03%	478
2025 Q3	$282K	Sell	2,227 -2,051	-48%	-$267K	﹤0.01%	1181
2025 Q2	$550K	Buy	+4,278	New	+$523K	0.01%	817

Other funds holding CFR

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Concurrent Investment Advisors's CFR Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Cullen/Frost Bankers (CFR) stake by 0.53% in Q2 2026, selling an estimated $15.5K and leaving 20,577 shares worth $3.18M. The position accounts for 0.03% of the portfolio, ranked #571.

Concurrent Investment Advisors first reported a position in CFR in Q2 2025 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Concurrent Investment Advisors held 20,577 shares of Cullen/Frost Bankers worth $3.18M as of Q2 2026.
Concurrent Investment Advisors sold 109 Cullen/Frost Bankers shares in Q2 2026, an estimated $15.5K.
Cullen/Frost Bankers made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #571 holding.
Concurrent Investment Advisors first reported a position in Cullen/Frost Bankers in Q2 2025 and has held it in 5 quarters since.
196 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.