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Essential Partners’s Cullen/Frost Bankers CFR Stock Holding History

Essential Partners’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 		$56.1K Buy
363
+218
+150% +$31K 0.03% 582
2026
Q1 		$19.9K Hold
145
– – 0.01% 930
2025
Q4 		$18.4K Buy
145
+49
+51% +$6.15K 0.01% 944
2025
Q3 		$12.2K Hold
96
– – ﹤0.01% 1086
2025
Q2 		$12.3K Buy
+96
New +$11.7K ﹤0.01% 790

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 $60.8B AUM 26.63% 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

Essential Partners's CFR Position: Q2 2026 in Review

Essential Partners increased its Cullen/Frost Bankers (CFR) stake by 150% in Q2 2026, buying an estimated $31K and bringing the position to 363 shares worth $56.1K. The position accounts for 0.03% of the portfolio, ranked #582.

Essential Partners first reported a position in CFR in Q2 2025 and has held it in 5 quarters since. 569 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Essential Partners held 363 shares of Cullen/Frost Bankers worth $56.1K as of Q2 2026.
  • Essential Partners bought 218 Cullen/Frost Bankers shares in Q2 2026, an estimated $31K.
  • Cullen/Frost Bankers made up 0.03% of Essential Partners's portfolio in Q2 2026, its #582 holding.
  • Essential Partners first reported a position in Cullen/Frost Bankers in Q2 2025 and has held it in 5 quarters since.
  • 569 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.