Convergence Financial’s Cullen/Frost Bankers CFR Stock Holding History

Convergence Financial’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 Q3	$673K	Buy	+4,407	New	+$713K	0.09%	151

Other funds holding CFR

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Convergence Financial's CFR Position: Q3 2026 in Review

Convergence Financial opened a new position in Cullen/Frost Bankers (CFR) in Q3 2026: 4,407 shares worth $673K. The stake represents 0.09% of the portfolio and ranks #151 among its holdings.

278 funds tracked by Wall St. Rank hold CFR as of Q3 2026.

Convergence Financial held 4,407 shares of Cullen/Frost Bankers worth $673K as of Q3 2026.
Cullen/Frost Bankers was a new Convergence Financial position in Q3 2026.
Cullen/Frost Bankers made up 0.09% of Convergence Financial's portfolio in Q3 2026, its #151 holding.
278 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.