Cullen/Frost Bankers’s iShares CMBS ETF CMBS Stock Holding History

Cullen/Frost Bankers’s Portfolio CMBS Stock Details CMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5	Closed	-$237	–	1425
2026 Q1	$237	Sell	5 -7,142	-100%	-$351K	﹤0.01%	1351
2025 Q4	$351K	Buy	7,147 +1,142	+19%	+$56.1K	﹤0.01%	474
2025 Q3	$295K	Sell	6,005 -273	-4%	-$13.3K	﹤0.01%	473
2025 Q2	$306K	Buy	6,278 +288	+5%	+$13.9K	﹤0.01%	471
2025 Q1	$288K	Buy	5,990 +409	+7%	+$19.5K	﹤0.01%	463
2024 Q4	$263K	Buy	5,581 +2,301	+70%	+$110K	﹤0.01%	455
2024 Q3	$160K	Buy	3,280 +1,626	+98%	+$77.9K	﹤0.01%	528
2024 Q2	$77.7K	Buy	1,654 +502	+44%	+$23.3K	﹤0.01%	623
2024 Q1	$54.3K	Buy	+1,152	New	+$53.8K	﹤0.01%	646

Other funds holding CMBS

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

Cullen/Frost Bankers's CMBS Position: Q2 2026 in Review

Cullen/Frost Bankers sold out of iShares CMBS ETF (CMBS) in Q2 2026, closing a stake of 5 shares — an estimated $237 sold.

Cullen/Frost Bankers first reported a position in CMBS in Q1 2024 and held it in 9 quarters. The position peaked at $351K in Q4 2025. 47 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

Cullen/Frost Bankers reported no remaining iShares CMBS ETF position as of Q2 2026 after selling out during the quarter.
Cullen/Frost Bankers sold 5 iShares CMBS ETF shares in Q2 2026, an estimated $237.
Cullen/Frost Bankers first reported a position in iShares CMBS ETF in Q1 2024 and held it in 9 quarters.
Cullen/Frost Bankers's iShares CMBS ETF position peaked at $351K in Q4 2025.
47 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.