Curio Wealth’s Cullen/Frost Bankers CFR Stock Holding History

Curio Wealth’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 Q2	–	Sell	-2	Closed	-$274	–	266
2026 Q1	$274	Buy	+2	New	+$276	﹤0.01%	669

Other funds holding CFR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Curio Wealth's CFR Position: Q2 2026 in Review

Curio Wealth sold out of Cullen/Frost Bankers (CFR) in Q2 2026, closing a stake of 2 shares — an estimated $274 sold.

Curio Wealth first reported a position in CFR in Q1 2026 and held it in 1 quarter. The position peaked at $274 in Q1 2026. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Curio Wealth reported no remaining Cullen/Frost Bankers position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 Cullen/Frost Bankers shares in Q2 2026, an estimated $274.
Curio Wealth first reported a position in Cullen/Frost Bankers in Q1 2026 and held it in 1 quarter.
Curio Wealth's Cullen/Frost Bankers position peaked at $274 in Q1 2026.
566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.