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 Q3	$303K	Hold	2,000	–	–	0.09%	62
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

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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Lawson Kroeker Investment Management Omaha, Nebraska $360M AUM 21.88% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Enzi Wealth's CFR Position: Q3 2026 in Review

Enzi Wealth held its Cullen/Frost Bankers (CFR) position steady in Q3 2026 at 2,000 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #62.

Enzi Wealth first reported a position in CFR in Q2 2023 and has held it in 12 quarters since. The position peaked at $315K in Q2 2026. 109 funds tracked by Wall St. Rank hold CFR as of Q3 2026.

Enzi Wealth held 2,000 shares of Cullen/Frost Bankers worth $303K as of Q3 2026.
Enzi Wealth left its Cullen/Frost Bankers share count unchanged in Q3 2026.
Cullen/Frost Bankers made up 0.09% of Enzi Wealth's portfolio in Q3 2026, its #62 holding.
Enzi Wealth first reported a position in Cullen/Frost Bankers in Q2 2023 and has held it in 12 quarters since.
Enzi Wealth's Cullen/Frost Bankers position peaked at $315K in Q2 2026.
109 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.