Envestnet Portfolio Solutions
CFR icon

Envestnet Portfolio Solutions’s Cullen/Frost Bankers CFR Stock Holding History

Envestnet Portfolio Solutions’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 		$237K Sell
1,533
-32
-2% -$4.54K ﹤0.01% 1301
2026
Q1 		$215K Sell
1,565
-5,066
-76% -$700K ﹤0.01% 1252
2025
Q4 		$840K Buy
6,631
+216
+3% +$27.1K ﹤0.01% 824
2025
Q3 		$813K Sell
6,415
-238
-4% -$30.9K ﹤0.01% 816
2025
Q2 		$855K Buy
6,653
+3,227
+94% +$395K ﹤0.01% 855
2025
Q1 		$429K Sell
3,426
-664
-16% -$89.2K ﹤0.01% 1119
2024
Q4 		$549K Buy
4,090
+1,222
+43% +$160K ﹤0.01% 1197
2024
Q3 		$321K Sell
2,868
-133
-4% -$14.5K ﹤0.01% 1412
2024
Q2 		$305K Sell
3,001
-404
-12% -$42.3K ﹤0.01% 1372
2024
Q1 		$383K Sell
3,405
-49
-1% -$5.24K ﹤0.01% 1228
2023
Q4 		$375K Buy
3,454
+909
+36% +$88.3K ﹤0.01% 1181
2023
Q3 		$232K Buy
+2,545
New +$258K ﹤0.01% 1360

Other funds holding CFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Envestnet Portfolio Solutions's CFR Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Cullen/Frost Bankers (CFR) stake by 2% in Q2 2026, selling an estimated $4.54K and leaving 1,533 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Envestnet Portfolio Solutions first reported a position in CFR in Q3 2023 and has held it in 12 quarters since. The position peaked at $855K in Q2 2025. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,533 shares of Cullen/Frost Bankers worth $237K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 32 Cullen/Frost Bankers shares in Q2 2026, an estimated $4.54K.
  • Cullen/Frost Bankers made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1301 holding.
  • Envestnet Portfolio Solutions first reported a position in Cullen/Frost Bankers in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Cullen/Frost Bankers position peaked at $855K in Q2 2025.
  • 566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.