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Evolve Private Wealth’s Cullen/Frost Bankers CFR Stock Holding History

Evolve Private 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 		– Sell
-1,726
Closed -$237K – 1034
2026
Q1 		$237K Buy
1,726
+98
+6% +$13.5K 0.01% 877
2025
Q4 		$206K Buy
+1,628
New +$204K 0.01% 860

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's CFR Position: Q2 2026 in Review

Evolve Private Wealth sold out of Cullen/Frost Bankers (CFR) in Q2 2026, closing a stake of 1,726 shares — an estimated $237K sold.

Evolve Private Wealth first reported a position in CFR in Q4 2025 and held it in 2 quarters. The position peaked at $237K in Q1 2026. 572 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Evolve Private Wealth reported no remaining Cullen/Frost Bankers position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 1,726 Cullen/Frost Bankers shares in Q2 2026, an estimated $237K.
  • Evolve Private Wealth first reported a position in Cullen/Frost Bankers in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Cullen/Frost Bankers position peaked at $237K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.