Evergreen Capital Management’s Cullen/Frost Bankers CFR Stock Holding History

Evergreen Capital Management’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 Q1	$587K	Buy	4,282 +507	+13%	+$70K	0.01%	695
2025 Q4	$478K	Sell	3,775 -49	-1%	-$6.15K	0.01%	771
2025 Q3	$485K	Buy	3,824 +507	+15%	+$65.9K	0.01%	675
2025 Q2	$426K	Buy	3,317 +48	+1%	+$5.87K	0.01%	632
2025 Q1	$409K	Buy	3,269 +187	+6%	+$25.1K	0.01%	588
2024 Q4	$414K	Buy	3,082 +220	+8%	+$28.9K	0.01%	578
2024 Q3	$320K	Buy	2,862 +1	+0%	+$109	0.01%	683
2024 Q2	$291K	Buy	2,861 +945	+49%	+$99K	0.01%	674
2024 Q1	$216K	Hold	1,916	–	–	0.01%	771
2023 Q4	$208K	Buy	+1,916	New	+$186K	0.01%	759

Other funds holding CFR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evergreen Capital Management's CFR Position: Q1 2026 in Review

Evergreen Capital Management increased its Cullen/Frost Bankers (CFR) stake by 13% in Q1 2026, buying an estimated $70K and bringing the position to 4,282 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #695.

Evergreen Capital Management first reported a position in CFR in Q4 2023 and has held it in 10 quarters since. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

Evergreen Capital Management held 4,282 shares of Cullen/Frost Bankers worth $587K as of Q1 2026.
Evergreen Capital Management bought 507 Cullen/Frost Bankers shares in Q1 2026, an estimated $70K.
Cullen/Frost Bankers made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #695 holding.
Evergreen Capital Management first reported a position in Cullen/Frost Bankers in Q4 2023 and has held it in 10 quarters since.
537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.