Creative Planning’s Cullen/Frost Bankers CFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.69M | Buy |
19,622
+4,252
| +28% | +$587K | ﹤0.01% | 1673 |
|
|
2025
Q4 | $1.95M | Buy |
15,370
+379
| +3% | +$47.5K | ﹤0.01% | 1748 |
|
|
2025
Q3 | $1.9M | Sell |
14,991
-58
| -0.4% | -$7.54K | ﹤0.01% | 1591 |
|
|
2025
Q2 | $1.93M | Buy |
15,049
+1,316
| +10% | +$161K | ﹤0.01% | 1337 |
|
|
2025
Q1 | $1.72M | Buy |
13,733
+2,701
| +24% | +$363K | ﹤0.01% | 1289 |
|
|
2024
Q4 | $1.48M | Buy |
11,032
+3,046
| +38% | +$400K | ﹤0.01% | 1341 |
|
|
2024
Q3 | $893K | Sell |
7,986
-463
| -5% | -$50.6K | ﹤0.01% | 1607 |
|
|
2024
Q2 | $859K | Buy |
8,449
+585
| +7% | +$61.3K | ﹤0.01% | 1526 |
|
|
2024
Q1 | $885K | Buy |
7,864
+222
| +3% | +$23.7K | ﹤0.01% | 1408 |
|
|
2023
Q4 | $829K | Buy |
7,642
+1,659
| +28% | +$161K | ﹤0.01% | 1344 |
|
|
2023
Q3 | $546K | Sell |
5,983
-1,909
| -24% | -$194K | ﹤0.01% | 1507 |
|
|
2023
Q2 | $849K | Buy |
7,892
+2,624
| +50% | +$274K | ﹤0.01% | 1217 |
|
|
2023
Q1 | $555K | Buy |
5,268
+1,860
| +55% | +$232K | ﹤0.01% | 1402 |
|
|
2022
Q4 | $456K | Sell |
3,408
-202
| -6% | -$28.7K | ﹤0.01% | 1481 |
|
|
2022
Q3 | $477K | Buy |
3,610
+373
| +12% | +$48.9K | ﹤0.01% | 1367 |
|
|
2022
Q2 | $377K | Buy |
3,237
+250
| +8% | +$31.9K | ﹤0.01% | 1466 |
|
|
2022
Q1 | $413K | Buy |
2,987
+149
| +5% | +$20.7K | ﹤0.01% | 1435 |
|
|
2021
Q4 | $358K | Buy |
2,838
+1,110
| +64% | +$143K | ﹤0.01% | 1502 |
|
|
2021
Q3 | $205K | Sell |
1,728
-99
| -5% | -$11K | ﹤0.01% | 1847 |
|
|
2021
Q2 | $205K | Sell |
1,827
-1,098
| -38% | -$128K | ﹤0.01% | 1793 |
|
|
2021
Q1 | $318K | Buy |
2,925
+409
| +16% | +$42.2K | ﹤0.01% | 1764 |
|
|
2020
Q4 | $219K | Buy |
+2,516
| New | +$198K | ﹤0.01% | 1827 |
|
|
2020
Q1 | – | Sell |
-3,751
| Closed | -$367K | – | 1900 |
|
|
2019
Q4 | $367K | Sell |
3,751
-1,659
| -31% | -$154K | ﹤0.01% | 1284 |
|
|
2019
Q3 | $479K | Buy |
5,410
+1,310
| +32% | +$116K | ﹤0.01% | 1086 |
|
|
2019
Q2 | $384K | Sell |
4,100
-3
| -0.1% | -$293 | ﹤0.01% | 1221 |
|
|
2019
Q1 | $398K | Buy |
4,103
+9
| +0.2% | +$893 | ﹤0.01% | 1170 |
|
|
2018
Q4 | $360K | Sell |
4,094
-105
| -3% | -$10.2K | ﹤0.01% | 1130 |
|
|
2018
Q3 | $439K | Buy |
4,199
+50
| +1% | +$5.55K | ﹤0.01% | 1160 |
|
|
2018
Q2 | $449K | Buy |
4,149
+556
| +15% | +$62.8K | ﹤0.01% | 1126 |
|
|
2018
Q1 | $381K | Buy |
3,593
+83
| +2% | +$8.67K | ﹤0.01% | 1218 |
|
|
2017
Q4 | $332K | Buy |
3,510
+121
| +4% | +$11.6K | ﹤0.01% | 1302 |
|
|
2017
Q3 | $322K | Buy |
3,389
+18
| +0.5% | +$1.63K | ﹤0.01% | 1291 |
|
|
2017
Q2 | $317K | Hold |
3,371
| – | – | ﹤0.01% | 1262 |
|
|
2017
Q1 | $300K | Sell |
3,371
-40
| -1% | -$3.6K | ﹤0.01% | 1263 |
|
|
2016
Q4 | $301K | Buy |
3,411
+187
| +6% | +$15K | ﹤0.01% | 1182 |
|
|
2016
Q3 | $232K | Buy |
3,224
+92
| +3% | +$6.37K | ﹤0.01% | 1320 |
|
|
2016
Q2 | $200K | Buy |
3,132
+1,657
| +112% | +$102K | ﹤0.01% | 1254 |
|
|
2016
Q1 | $81K | Buy |
1,475
+1,222
| +483% | +$63.2K | ﹤0.01% | 1756 |
|
|
2015
Q4 | $15K | Sell |
253
-766
| -75% | -$50.8K | ﹤0.01% | 3029 |
|
|
2015
Q3 | $65K | Buy |
+1,019
| New | +$69.4K | ﹤0.01% | 1853 |
|
|
2015
Q2 | – | Sell |
-145
| Closed | -$10K | – | 1404 |
|
|
2015
Q1 | $10K | Buy |
145
+123
| +559% | +$8.27K | ﹤0.01% | 3180 |
|
|
2014
Q4 | $2K | Sell |
22
-36
| -62% | -$2.71K | ﹤0.01% | 3798 |
|
|
2014
Q3 | $4K | Sell |
58
-32
| -36% | -$2.51K | ﹤0.01% | 3377 |
|
|
2014
Q2 | $7K | Buy |
90
+87
| +2,900% | +$6.7K | ﹤0.01% | 3037 |
|
|
2014
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 3640 |
|
|
2013
Q4 | $0 | Sell |
3
-400
| -99% | -$28.6K | ﹤0.01% | 3331 |
|
|
2013
Q3 | $28K | Buy |
403
+300
| +291% | +$21.4K | ﹤0.01% | 1886 |
|
|
2013
Q2 | $7K | Buy |
+103
| New | +$6.49K | ﹤0.01% | 2404 |
|
Other funds holding CFR
VPM
VCM
Creative Planning's CFR Position: Q1 2026 in Review
Creative Planning increased its Cullen/Frost Bankers (CFR) stake by 28% in Q1 2026, buying an estimated $587K and bringing the position to 19,622 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1673.
Creative Planning first reported a position in CFR in Q2 2013 and has held it in 48 quarters since. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.
- Creative Planning held 19,622 shares of Cullen/Frost Bankers worth $2.69M as of Q1 2026.
- Creative Planning bought 4,252 Cullen/Frost Bankers shares in Q1 2026, an estimated $587K.
- Cullen/Frost Bankers made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1673 holding.
- Creative Planning first reported a position in Cullen/Frost Bankers in Q2 2013 and has held it in 48 quarters since.
- 537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.