Creative Financial Designs’s Cullen/Frost Bankers CFR Stock Holding History

Creative Financial Designs’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 Q1	$1.65K	Hold	12	–	–	﹤0.01%	1811
2025 Q4	$1.52K	Sell	12 -5	-29%	-$627	﹤0.01%	1728
2025 Q3	$2.17K	Hold	17	–	–	﹤0.01%	1686
2025 Q2	$2.19K	Buy	17 +4	+31%	+$489	﹤0.01%	1671
2025 Q1	$1.63K	Buy	13 +1	+8%	+$134	﹤0.01%	1705
2024 Q4	$1.61K	Hold	12	–	–	﹤0.01%	1629
2024 Q3	$1.34K	Hold	12	–	–	﹤0.01%	1562
2024 Q2	$1.22K	Hold	12	–	–	﹤0.01%	1526
2024 Q1	$1.35K	Hold	12	–	–	﹤0.01%	1526
2023 Q4	$1.3K	Hold	12	–	–	﹤0.01%	1478
2023 Q3	$1.09K	Hold	12	–	–	﹤0.01%	1391
2023 Q2	$1.29K	Hold	12	–	–	﹤0.01%	1354
2023 Q1	$1.26K	Hold	12	–	–	﹤0.01%	1293
2022 Q4	$1.6K	Hold	12	–	–	﹤0.01%	1173
2022 Q3	$2K	Hold	12	–	–	﹤0.01%	1157
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	1173
2022 Q1	$2K	Hold	12	–	–	﹤0.01%	1154
2021 Q4	$2K	Hold	12	–	–	﹤0.01%	1118
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	1347
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	1367
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	1252
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	1170
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	1138
2020 Q2	$1K	Buy	+12	New	+$836	﹤0.01%	1083
2018 Q4	–	Sell	-12	Closed	-$1K	–	607
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	681
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	691
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	643
2017 Q4	$1K	Hold	12	–	–	﹤0.01%	637
2017 Q3	$1K	Hold	12	–	–	﹤0.01%	672
2017 Q2	$1K	Hold	12	–	–	﹤0.01%	684
2017 Q1	$1K	Hold	12	–	–	﹤0.01%	640
2016 Q4	$1K	Buy	+12	New	+$963	﹤0.01%	635

Other funds holding CFR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Financial Designs's CFR Position: Q1 2026 in Review

Creative Financial Designs held its Cullen/Frost Bankers (CFR) position steady in Q1 2026 at 12 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Creative Financial Designs first reported a position in CFR in Q4 2016 and has held it in 32 quarters since. The position peaked at $2.19K in Q2 2025. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

Creative Financial Designs held 12 shares of Cullen/Frost Bankers worth $1.65K as of Q1 2026.
Creative Financial Designs left its Cullen/Frost Bankers share count unchanged in Q1 2026.
Cullen/Frost Bankers made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1811 holding.
Creative Financial Designs first reported a position in Cullen/Frost Bankers in Q4 2016 and has held it in 32 quarters since.
Creative Financial Designs's Cullen/Frost Bankers position peaked at $2.19K in Q2 2025.
537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.