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 Q3	$51K	Buy	334 +2	+0.6%	+$323	﹤0.01%	1010
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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional's CFR Position: Q3 2026 in Review

CX Institutional increased its Cullen/Frost Bankers (CFR) stake by 0.6% in Q3 2026, buying an estimated $323 and bringing the position to 334 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

CX Institutional first reported a position in CFR in Q1 2019 and has held it in 19 quarters since. 17 funds tracked by Wall St. Rank hold CFR as of Q3 2026.

CX Institutional held 334 shares of Cullen/Frost Bankers worth $51K as of Q3 2026.
CX Institutional bought 2 Cullen/Frost Bankers shares in Q3 2026, an estimated $323.
Cullen/Frost Bankers made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1010 holding.
CX Institutional first reported a position in Cullen/Frost Bankers in Q1 2019 and has held it in 19 quarters since.
17 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.