Cornerstone Planning Group’s Cullen/Frost Bankers CFR Stock Holding History

Cornerstone Planning Group’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	$3.2K	Buy	20 +1	+5%	+$142	﹤0.01%	1202
2026 Q1	$2.61K	Buy	19 +1	+6%	+$138	﹤0.01%	1247
2025 Q4	$2.49K	Hold	18	–	–	﹤0.01%	1145
2025 Q3	$2.26K	Hold	18	–	–	﹤0.01%	1136
2025 Q2	$2.28K	Sell	18 -18	-50%	-$2.2K	﹤0.01%	905
2025 Q1	$4.13K	Buy	+36	New	+$4.84K	﹤0.01%	780

Other funds holding CFR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

BTW

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Cornerstone Planning Group's CFR Position: Q2 2026 in Review

Cornerstone Planning Group increased its Cullen/Frost Bankers (CFR) stake by 5.3% in Q2 2026, buying an estimated $142 and bringing the position to 20 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Cornerstone Planning Group first reported a position in CFR in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.13K in Q1 2025. 319 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Cornerstone Planning Group held 20 shares of Cullen/Frost Bankers worth $3.2K as of Q2 2026.
Cornerstone Planning Group bought 1 Cullen/Frost Bankers share in Q2 2026, an estimated $142.
Cullen/Frost Bankers made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1202 holding.
Cornerstone Planning Group first reported a position in Cullen/Frost Bankers in Q1 2025 and has held it in 6 quarters since.
Cornerstone Planning Group's Cullen/Frost Bankers position peaked at $4.13K in Q1 2025.
319 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.