First Manhattan’s Cullen/Frost Bankers CFR Stock Holding History

First Manhattan’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	$1.15M	Sell	8,388 -1,085	-11%	-$150K	﹤0.01%	420
2025 Q4	$1.2M	Buy	9,473 +40	+0.4%	+$5.02K	﹤0.01%	405
2025 Q3	$1.2M	Sell	9,433 -100	-1%	-$13K	﹤0.01%	402
2025 Q2	$1.23M	Hold	9,533	–	–	﹤0.01%	401
2025 Q1	$1.19M	Sell	9,533 -341	-3%	-$45.8K	﹤0.01%	367
2024 Q4	$1.33M	Hold	9,874	–	–	﹤0.01%	354
2024 Q3	$1.1M	Sell	9,874 -100	-1%	-$10.9K	﹤0.01%	359
2024 Q2	$1.01M	Sell	9,974 -2,700	-21%	-$283K	﹤0.01%	361
2024 Q1	$1.43M	Sell	12,674 -3	-0%	-$321	﹤0.01%	339
2023 Q4	$1.38M	Buy	12,677 +3	+0%	+$291	﹤0.01%	341
2023 Q3	$1.16M	Sell	12,674 -2,275	-15%	-$231K	﹤0.01%	365
2023 Q2	$1.61M	Sell	14,949 -1,400	-9%	-$146K	0.01%	333
2023 Q1	$1.72M	Hold	16,349	–	–	0.01%	346
2022 Q4	$2.19M	Hold	16,349	–	–	0.01%	319
2022 Q3	$2.16M	Hold	16,349	–	–	0.01%	310
2022 Q2	$1.9M	Hold	16,349	–	–	0.01%	340
2022 Q1	$2.26M	Sell	16,349 -50	-0.3%	-$6.96K	0.01%	347
2021 Q4	$2.07M	Sell	16,399 -50	-0.3%	-$6.43K	0.01%	342
2021 Q3	$1.95M	Hold	16,449	–	–	0.01%	338
2021 Q2	$1.84M	Buy	16,449 +600	+4%	+$70.1K	0.01%	338
2021 Q1	$1.72M	Sell	15,849 -17,123	-52%	-$1.76M	0.01%	347
2020 Q4	$2.88M	Sell	32,972 -7,517	-19%	-$591K	0.01%	280
2020 Q3	$2.59M	Hold	40,489	–	–	0.01%	272
2020 Q2	$3.02M	Hold	40,489	–	–	0.02%	262
2020 Q1	$2.26M	Hold	40,489	–	–	0.01%	285
2019 Q4	$3.96M	Hold	40,489	–	–	0.02%	259
2019 Q3	$3.58M	Sell	40,489 -13,251	-25%	-$1.17M	0.02%	267
2019 Q2	$5.03M	Hold	53,740	–	–	0.03%	226
2019 Q1	$5.22M	Hold	53,740	–	–	0.03%	231
2018 Q4	$4.73M	Hold	53,740	–	–	0.03%	242
2018 Q3	$5.61M	Hold	53,740	–	–	0.03%	253
2018 Q2	$5.82M	Hold	53,740	–	–	0.03%	241
2018 Q1	$5.7M	Hold	53,740	–	–	0.03%	239
2017 Q4	$5.09M	Sell	53,740 -197	-0.4%	-$19K	0.03%	260
2017 Q3	$5.12M	Hold	53,937	–	–	0.03%	245
2017 Q2	$5.07M	Hold	53,937	–	–	0.03%	240
2017 Q1	$4.8M	Sell	53,937 -3,625	-6%	-$326K	0.03%	250
2016 Q4	$5.08M	Sell	57,562 -6,791	-11%	-$545K	0.03%	237
2016 Q3	$4.63M	Hold	64,353	–	–	0.03%	249
2016 Q2	$4.1M	Buy	64,353 +200	+0.3%	+$12.3K	0.03%	268
2016 Q1	$3.54M	Buy	64,153 +23,200	+57%	+$1.2M	0.02%	277
2015 Q4	$2.46M	Hold	40,953	–	–	0.02%	320
2015 Q3	$2.6M	Hold	40,953	–	–	0.02%	310
2015 Q2	$3.22M	Hold	40,953	–	–	0.02%	298
2015 Q1	$2.83M	Sell	40,953 -468	-1%	-$31.4K	0.02%	311
2014 Q4	$2.93M	Buy	41,421 +468	+1%	+$35.3K	0.02%	312
2014 Q3	$3.13M	Hold	40,953	–	–	0.02%	303
2014 Q2	$3.25M	Hold	40,953	–	–	0.02%	296
2014 Q1	$3.17M	Hold	40,953	–	–	0.02%	294
2013 Q4	$3.05M	Hold	40,953	–	–	0.02%	295
2013 Q3	$2.89M	Hold	40,953	–	–	0.02%	301
2013 Q2	$2.92M	Buy	+40,953	New	+$2.58M	0.02%	292

Other funds holding CFR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Manhattan's CFR Position: Q1 2026 in Review

First Manhattan reduced its Cullen/Frost Bankers (CFR) stake by 11% in Q1 2026, selling an estimated $150K and leaving 8,388 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #420.

First Manhattan first reported a position in CFR in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.82M in Q2 2018. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

First Manhattan held 8,388 shares of Cullen/Frost Bankers worth $1.15M as of Q1 2026.
First Manhattan sold 1,085 Cullen/Frost Bankers shares in Q1 2026, an estimated $150K.
Cullen/Frost Bankers made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #420 holding.
First Manhattan first reported a position in Cullen/Frost Bankers in Q2 2013 and has held it in 52 quarters since.
First Manhattan's Cullen/Frost Bankers position peaked at $5.82M in Q2 2018.
537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.