CFB
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Cullen/Frost Bankers’s Phreesia PHR Stock Holding History

Cullen/Frost Bankers’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$277 Sell
33
-509
-94% -$6.73K ﹤0.01% 1346
2025
Q4 		$9.18K Sell
542
-27
-5% -$557 ﹤0.01% 1128
2025
Q3 		$13.4K Buy
569
+12
+2% +$326 ﹤0.01% 1025
2025
Q2 		$15.9K Buy
557
+389
+232% +$9.87K ﹤0.01% 956
2025
Q1 		$4.29K Buy
168
+35
+26% +$951 ﹤0.01% 1070
2024
Q4 		$3.35K Buy
133
+19
+17% +$406 ﹤0.01% 1073
2024
Q3 		$2.6K Buy
+114
New +$2.67K ﹤0.01% 1093

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Cullen/Frost Bankers's PHR Position: Q1 2026 in Review

Cullen/Frost Bankers reduced its Phreesia (PHR) stake by 94% in Q1 2026, selling an estimated $6.73K and leaving 33 shares worth $277. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Cullen/Frost Bankers first reported a position in PHR in Q3 2024 and has held it in 7 quarters since. The position peaked at $15.9K in Q2 2025. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Cullen/Frost Bankers held 33 shares of Phreesia worth $277 as of Q1 2026.
  • Cullen/Frost Bankers sold 509 Phreesia shares in Q1 2026, an estimated $6.73K.
  • Phreesia made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q1 2026, its #1346 holding.
  • Cullen/Frost Bankers first reported a position in Phreesia in Q3 2024 and has held it in 7 quarters since.
  • Cullen/Frost Bankers's Phreesia position peaked at $15.9K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Cullen/Frost Bankers's 13F filing for Q1 2026, filed 5 May 2026.