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Financial Planning Hawaii’s Cullen/Frost Bankers CFR Stock Holding History

Financial Planning Hawaii’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 		$881K Hold
5,704
– – 0.47% 49
2026
Q1 		$782K Hold
5,704
– – 0.46% 53
2025
Q4 		$722K Buy
+5,704
New +$716K 0.42% 62

Other funds holding CFR

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Financial Planning Hawaii's CFR Position: Q2 2026 in Review

Financial Planning Hawaii held its Cullen/Frost Bankers (CFR) position steady in Q2 2026 at 5,704 shares worth $881K. The position accounts for 0.47% of the portfolio, ranked #49.

Financial Planning Hawaii first reported a position in CFR in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Financial Planning Hawaii held 5,704 shares of Cullen/Frost Bankers worth $881K as of Q2 2026.
  • Financial Planning Hawaii left its Cullen/Frost Bankers share count unchanged in Q2 2026.
  • Cullen/Frost Bankers made up 0.47% of Financial Planning Hawaii's portfolio in Q2 2026, its #49 holding.
  • Financial Planning Hawaii first reported a position in Cullen/Frost Bankers in Q4 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.