FORA Capital’s Cullen/Frost Bankers CFR Stock Holding History

FORA Capital’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	-3,922	Closed	-$497K	–	450
2025 Q4	$497K	Buy	+3,922	New	+$492K	0.06%	299
2025 Q2	–	Sell	-5,077	Closed	-$636K	–	527
2025 Q1	$636K	Buy	+5,077	New	+$682K	0.06%	296
2023 Q4	–	Sell	-10,152	Closed	-$926K	–	457
2023 Q3	$926K	Buy	+10,152	New	+$1.03M	0.08%	255
2022 Q4	–	Sell	-2,790	Closed	-$369K	–	486
2022 Q3	$369K	Buy	+2,790	New	+$366K	0.07%	293
2022 Q2	–	Sell	-4,762	Closed	-$675K	–	455
2022 Q1	$675K	Buy	+4,762	New	+$663K	0.12%	228
2021 Q4	–	Sell	-2,853	Closed	-$338K	–	333
2021 Q3	$338K	Buy	+2,853	New	+$318K	0.09%	259
2021 Q1	–	Sell	-893	Closed	-$78K	–	812
2020 Q4	$78K	Sell	893 -45	-5%	-$3.54K	0.01%	711
2020 Q3	$60K	Buy	938 +251	+37%	+$17.6K	0.04%	408
2020 Q2	$51K	Buy	+687	New	+$47.9K	0.02%	639
2020 Q1	–	Sell	-691	Closed	-$68K	–	1068
2019 Q4	$68K	Buy	+691	New	+$64.2K	0.01%	837

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 $59.9B AUM 27.01% 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

FORA Capital's CFR Position: Q1 2026 in Review

FORA Capital sold out of Cullen/Frost Bankers (CFR) in Q1 2026, closing a stake of 3,922 shares — an estimated $497K sold.

FORA Capital first reported a position in CFR in Q4 2019 and held it in 10 quarters. The position peaked at $926K in Q3 2023. 539 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

FORA Capital reported no remaining Cullen/Frost Bankers position as of Q1 2026 after selling out during the quarter.
FORA Capital sold 3,922 Cullen/Frost Bankers shares in Q1 2026, an estimated $497K.
FORA Capital first reported a position in Cullen/Frost Bankers in Q4 2019 and held it in 10 quarters.
FORA Capital's Cullen/Frost Bankers position peaked at $926K in Q3 2023.
539 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.