Focus Partners Wealth
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Focus Partners Wealth’s Cullen/Frost Bankers CFR Stock Holding History

Focus Partners 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
Q1 		– Sell
-1,812
Closed -$229K – 2685
2025
Q4 		$229K Buy
+1,812
New +$227K ﹤0.01% 2376
2025
Q3 		– Sell
-1,689
Closed -$217K – 2219
2025
Q2 		$217K Buy
+1,689
New +$207K ﹤0.01% 1830
2025
Q1 		– Sell
-1,518
Closed -$204K – 1926
2024
Q4 		$204K Buy
+1,518
New +$199K ﹤0.01% 1727

Other funds holding CFR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
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
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth's CFR Position: Q1 2026 in Review

Focus Partners Wealth sold out of Cullen/Frost Bankers (CFR) in Q1 2026, closing a stake of 1,812 shares — an estimated $229K sold.

Focus Partners Wealth first reported a position in CFR in Q4 2024 and held it in 3 quarters. The position peaked at $229K in Q4 2025. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

  • Focus Partners Wealth reported no remaining Cullen/Frost Bankers position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 1,812 Cullen/Frost Bankers shares in Q1 2026, an estimated $229K.
  • Focus Partners Wealth first reported a position in Cullen/Frost Bankers in Q4 2024 and held it in 3 quarters.
  • Focus Partners Wealth's Cullen/Frost Bankers position peaked at $229K in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.