CFB
PHR icon

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
Q2 		– Sell
-33
Closed -$277 – 1469
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 $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Cullen/Frost Bankers sold out of Phreesia (PHR) in Q2 2026, closing a stake of 33 shares — an estimated $277 sold.

Cullen/Frost Bankers first reported a position in PHR in Q3 2024 and held it in 7 quarters. The position peaked at $15.9K in Q2 2025. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Cullen/Frost Bankers reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
  • Cullen/Frost Bankers sold 33 Phreesia shares in Q2 2026, an estimated $277.
  • Cullen/Frost Bankers first reported a position in Phreesia in Q3 2024 and held it in 7 quarters.
  • Cullen/Frost Bankers's Phreesia position peaked at $15.9K in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

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