EWA
CFR icon

EverSource Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History

EverSource Wealth Advisors’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 		$82.4K Sell
533
-171
-24% -$24.3K ﹤0.01% 1484
2026
Q1 		$96.5K Buy
704
+107
+18% +$14.8K ﹤0.01% 1451
2025
Q4 		$75.5K Buy
597
+14
+2% +$1.76K ﹤0.01% 1469
2025
Q3 		$73.8K Sell
583
-591
-50% -$76.8K ﹤0.01% 1433
2025
Q2 		$151K Buy
1,174
+532
+83% +$65K 0.01% 995
2025
Q1 		$80.4K Buy
642
+106
+20% +$14.2K ﹤0.01% 1000
2024
Q4 		$71.9K Buy
536
+47
+10% +$6.17K ﹤0.01% 1034
2024
Q3 		$54.7K Buy
489
+4
+0.8% +$437 ﹤0.01% 1027
2024
Q2 		$56.8K Sell
485
-20
-4% -$2.1K ﹤0.01% 1035
2024
Q1 		$52.7K Buy
505
+44
+10% +$4.7K ﹤0.01% 966
2023
Q4 		$50K Buy
461
+15
+3% +$1.46K ﹤0.01% 899
2023
Q3 		$40.6K Buy
446
+28
+7% +$2.84K ﹤0.01% 894
2023
Q2 		$45K Buy
418
+324
+345% +$33.8K 0.01% 878
2023
Q1 		$9.9K Buy
+94
New +$11.7K ﹤0.01% 1364

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 $59.9B AUM 27.01% 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

EverSource Wealth Advisors's CFR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Cullen/Frost Bankers (CFR) stake by 24% in Q2 2026, selling an estimated $24.3K and leaving 533 shares worth $82.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

EverSource Wealth Advisors first reported a position in CFR in Q1 2023 and has held it in 14 quarters since. The position peaked at $151K in Q2 2025. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • EverSource Wealth Advisors held 533 shares of Cullen/Frost Bankers worth $82.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 171 Cullen/Frost Bankers shares in Q2 2026, an estimated $24.3K.
  • Cullen/Frost Bankers made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1484 holding.
  • EverSource Wealth Advisors first reported a position in Cullen/Frost Bankers in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Cullen/Frost Bankers position peaked at $151K in Q2 2025.
  • 566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.