Elk River Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

Elk River Wealth Management’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	$269K	Hold	1,963	–	–	0.04%	93
2025 Q4	$249K	Hold	1,963	–	–	0.04%	97
2025 Q3	$249K	Hold	1,963	–	–	0.04%	95
2025 Q2	$252K	Hold	1,963	–	–	0.04%	87
2025 Q1	$246K	Hold	1,963	–	–	0.05%	87
2024 Q4	$264K	Sell	1,963 -37	-2%	-$4.86K	0.05%	88
2024 Q3	$224K	Hold	2,000	–	–	0.04%	92
2024 Q2	$203K	Hold	2,000	–	–	0.04%	92
2024 Q1	$225K	Hold	2,000	–	–	0.05%	89
2023 Q4	$217K	Buy	+2,000	New	+$194K	0.04%	106

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

Elk River Wealth Management's CFR Position: Q1 2026 in Review

Elk River Wealth Management held its Cullen/Frost Bankers (CFR) position steady in Q1 2026 at 1,963 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #93.

Elk River Wealth Management first reported a position in CFR in Q4 2023 and has held it in 10 quarters since. 538 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

Elk River Wealth Management held 1,963 shares of Cullen/Frost Bankers worth $269K as of Q1 2026.
Elk River Wealth Management left its Cullen/Frost Bankers share count unchanged in Q1 2026.
Cullen/Frost Bankers made up 0.04% of Elk River Wealth Management's portfolio in Q1 2026, its #93 holding.
Elk River Wealth Management first reported a position in Cullen/Frost Bankers in Q4 2023 and has held it in 10 quarters since.
538 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.