Enzi Wealth’s Cullen/Frost Bankers CFR Stock Holding History

Enzi Wealth’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	$315K	Hold	2,000	–	–	0.1%	55
2026 Q1	$274K	Hold	2,000	–	–	0.1%	54
2025 Q4	$274K	Sell	2,000 -5	-0.2%	-$627	0.1%	58
2025 Q3	$242K	Buy	2,005 +5	+0.3%	+$650	0.09%	61
2025 Q2	$273K	Hold	2,000	–	–	0.1%	59
2025 Q1	$233K	Hold	2,000	–	–	0.09%	60
2024 Q4	$280K	Hold	2,000	–	–	0.11%	56
2024 Q3	$240K	Buy	+2,000	New	+$219K	0.09%	59
2024 Q2	–	Sell	-2,000	Closed	-$216K	–	63
2024 Q1	$216K	Hold	2,000	–	–	0.1%	55
2023 Q4	$210K	Buy	+2,000	New	+$194K	0.1%	56
2023 Q3	–	Sell	-2,000	Closed	-$223K	–	53
2023 Q2	$223K	Buy	+2,000	New	+$209K	0.11%	56

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 $60.8B AUM 26.63% 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

Enzi Wealth's CFR Position: Q2 2026 in Review

Enzi Wealth held its Cullen/Frost Bankers (CFR) position steady in Q2 2026 at 2,000 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #55.

Enzi Wealth first reported a position in CFR in Q2 2023 and has held it in 11 quarters since. 570 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Enzi Wealth held 2,000 shares of Cullen/Frost Bankers worth $315K as of Q2 2026.
Enzi Wealth left its Cullen/Frost Bankers share count unchanged in Q2 2026.
Cullen/Frost Bankers made up 0.1% of Enzi Wealth's portfolio in Q2 2026, its #55 holding.
Enzi Wealth first reported a position in Cullen/Frost Bankers in Q2 2023 and has held it in 11 quarters since.
570 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.