Financial Gravity Asset Management’s Cullen/Frost Bankers CFR Stock Holding History

Financial Gravity Asset 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	$414K	Hold	3,023	–	–	0.07%	116
2025 Q4	$383K	Hold	3,023	–	–	0.07%	97
2025 Q3	$383K	Buy	+3,023	New	+$393K	0.08%	102
2025 Q1	$378K	Buy	+3,023	New	+$406K	0.08%	112
2021 Q2	–	Hold	0	–	–	–	325

Other funds holding CFR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Gravity Asset Management's CFR Position: Q1 2026 in Review

Financial Gravity Asset Management held its Cullen/Frost Bankers (CFR) position steady in Q1 2026 at 3,023 shares worth $414K. The position accounts for 0.07% of the portfolio, ranked #116.

Financial Gravity Asset Management first reported a position in CFR in Q1 2025 and has held it in 4 quarters since. 542 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

Financial Gravity Asset Management held 3,023 shares of Cullen/Frost Bankers worth $414K as of Q1 2026.
Financial Gravity Asset Management left its Cullen/Frost Bankers share count unchanged in Q1 2026.
Cullen/Frost Bankers made up 0.07% of Financial Gravity Asset Management's portfolio in Q1 2026, its #116 holding.
Financial Gravity Asset Management first reported a position in Cullen/Frost Bankers in Q1 2025 and has held it in 4 quarters since.
542 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.