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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

MCP

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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. 79 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.
79 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.