First National Advisers’s Cullen/Frost Bankers CFR Stock Holding History

First National Advisers’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	$1.57M	Sell	11,450 -13,062	-53%	-$1.8M	0.23%	103
2025 Q4	$3.1M	Sell	24,512 -3,480	-12%	-$437K	0.43%	62
2025 Q3	$3.55M	Buy	27,992 +1,221	+5%	+$159K	0.48%	56
2025 Q2	$3.44M	Buy	26,771 +343	+1%	+$41.9K	0.5%	58
2025 Q1	$3.31M	Buy	26,428 +5,420	+26%	+$728K	0.53%	51
2024 Q4	$2.82M	Sell	21,008 -3,607	-15%	-$474K	0.46%	69
2024 Q3	$2.75M	Buy	24,615 +1,560	+7%	+$171K	0.44%	74
2024 Q2	$2.34M	Buy	23,055 +5,831	+34%	+$611K	0.43%	72
2024 Q1	$1.94M	Buy	17,224 +3,815	+28%	+$408K	0.43%	76
2023 Q4	$1.45M	Buy	13,409 +5,451	+68%	+$529K	0.42%	79
2023 Q3	$726K	Buy	+7,958	New	+$808K	0.32%	100
2022 Q4	–	Sell	-1,178	Closed	-$156K	–	112
2022 Q3	$156K	Buy	+1,178	New	+$154K	0.23%	108

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 National Advisers's CFR Position: Q1 2026 in Review

First National Advisers reduced its Cullen/Frost Bankers (CFR) stake by 53% in Q1 2026, selling an estimated $1.8M and leaving 11,450 shares worth $1.57M. The position accounts for 0.23% of the portfolio, ranked #103.

First National Advisers first reported a position in CFR in Q3 2022 and has held it in 12 quarters since. The position peaked at $3.55M in Q3 2025. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

First National Advisers held 11,450 shares of Cullen/Frost Bankers worth $1.57M as of Q1 2026.
First National Advisers sold 13,062 Cullen/Frost Bankers shares in Q1 2026, an estimated $1.8M.
Cullen/Frost Bankers made up 0.23% of First National Advisers's portfolio in Q1 2026, its #103 holding.
First National Advisers first reported a position in Cullen/Frost Bankers in Q3 2022 and has held it in 12 quarters since.
First National Advisers's Cullen/Frost Bankers position peaked at $3.55M in Q3 2025.
537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.