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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
Q2 		$672K Buy
4,350
+68
+2% +$9.66K 0.01% 733
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
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

Evergreen Capital Management's CFR Position: Q2 2026 in Review

Evergreen Capital Management increased its Cullen/Frost Bankers (CFR) stake by 1.6% in Q2 2026, buying an estimated $9.66K and bringing the position to 4,350 shares worth $672K. The position accounts for 0.01% of the portfolio, ranked #733.

Evergreen Capital Management first reported a position in CFR in Q4 2023 and has held it in 11 quarters since. 570 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Evergreen Capital Management held 4,350 shares of Cullen/Frost Bankers worth $672K as of Q2 2026.
  • Evergreen Capital Management bought 68 Cullen/Frost Bankers shares in Q2 2026, an estimated $9.66K.
  • Cullen/Frost Bankers made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #733 holding.
  • Evergreen Capital Management first reported a position in Cullen/Frost Bankers in Q4 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 Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.