Edgestream Partners’s Cullen/Frost Bankers CFR Stock Holding History

Edgestream Partners’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 Q1	$4.54M	Sell	33,145 -2,122	-6%	-$293K	0.15%	255
2025 Q4	$4.47M	Buy	+35,267	New	+$4.42M	0.13%	288
2025 Q2	–	Sell	-31,803	Closed	-$3.98M	–	868
2025 Q1	$3.98M	Buy	31,803 +20,480	+181%	+$2.75M	0.14%	297
2024 Q4	$1.52M	Buy	+11,323	New	+$1.49M	0.06%	460
2024 Q1	–	Sell	-12,445	Closed	-$1.35M	–	826
2023 Q4	$1.35M	Buy	+12,445	New	+$1.21M	0.1%	350
2023 Q2	–	Sell	-11,103	Closed	-$1.17M	–	733
2023 Q1	$1.17M	Buy	+11,103	New	+$1.38M	0.13%	261
2022 Q4	–	Sell	-2,139	Closed	-$283K	–	517
2022 Q3	$283K	Sell	2,139 -20,192	-90%	-$2.65M	0.02%	404
2022 Q2	$2.6M	Buy	22,331 +8,568	+62%	+$1.09M	0.21%	168
2022 Q1	$1.91M	Buy	+13,763	New	+$1.92M	0.15%	225

Other funds holding CFR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edgestream Partners's CFR Position: Q1 2026 in Review

Edgestream Partners reduced its Cullen/Frost Bankers (CFR) stake by 6% in Q1 2026, selling an estimated $293K and leaving 33,145 shares worth $4.54M. The position accounts for 0.15% of the portfolio, ranked #255.

Edgestream Partners first reported a position in CFR in Q1 2022 and has held it in 9 quarters since. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

Edgestream Partners held 33,145 shares of Cullen/Frost Bankers worth $4.54M as of Q1 2026.
Edgestream Partners sold 2,122 Cullen/Frost Bankers shares in Q1 2026, an estimated $293K.
Cullen/Frost Bankers made up 0.15% of Edgestream Partners's portfolio in Q1 2026, its #255 holding.
Edgestream Partners first reported a position in Cullen/Frost Bankers in Q1 2022 and has held it in 9 quarters since.
537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.