CX Institutional’s Cullen/Frost Bankers CFR Stock Holding History

CX Institutional’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	$51K	Buy	332 +1	+0.3%	+$142	﹤0.01%	978
2026 Q1	$45K	Buy	331 +317	+2,264%	+$43.8K	﹤0.01%	989
2025 Q4	$2K	Hold	14	–	–	﹤0.01%	1357
2025 Q3	$2K	Hold	14	–	–	﹤0.01%	1305
2025 Q2	$2K	Hold	14	–	–	﹤0.01%	1142
2025 Q1	$2K	Buy	+14	New	+$1.88K	﹤0.01%	1131
2022 Q3	–	Sell	-203	Closed	-$24K	–	569
2022 Q2	$24K	Buy	+203	New	+$25.9K	﹤0.01%	803
2021 Q4	–	Sell	-203	Closed	-$24K	–	421
2021 Q3	$24K	Hold	203	–	–	﹤0.01%	708
2021 Q2	$23K	Hold	203	–	–	﹤0.01%	711
2021 Q1	$22K	Hold	203	–	–	﹤0.01%	654
2020 Q4	$18K	Hold	203	–	–	﹤0.01%	628
2020 Q3	$13K	Sell	203 -34	-14%	-$2.38K	﹤0.01%	626
2020 Q2	$18K	Buy	237 +223	+1,593%	+$15.5K	﹤0.01%	461
2020 Q1	$1K	Hold	14	–	–	﹤0.01%	711
2019 Q4	$1K	Sell	14 -17	-55%	-$1.58K	﹤0.01%	701
2019 Q3	$3K	Sell	31 -22	-42%	-$1.95K	﹤0.01%	659
2019 Q2	$5K	Sell	53 -194	-79%	-$19K	﹤0.01%	607
2019 Q1	$24K	Buy	+247	New	+$24.5K	﹤0.01%	388

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

CX Institutional's CFR Position: Q2 2026 in Review

CX Institutional increased its Cullen/Frost Bankers (CFR) stake by 0.3% in Q2 2026, buying an estimated $142 and bringing the position to 332 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

CX Institutional first reported a position in CFR in Q1 2019 and has held it in 18 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

CX Institutional held 332 shares of Cullen/Frost Bankers worth $51K as of Q2 2026.
CX Institutional bought 1 Cullen/Frost Bankers share in Q2 2026, an estimated $142.
Cullen/Frost Bankers made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #978 holding.
CX Institutional first reported a position in Cullen/Frost Bankers in Q1 2019 and has held it in 18 quarters since.
566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.