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Fortis Capital Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Fortis Capital Advisors’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 		$1.34M Buy
8,667
+1,753
+25% +$249K 0.15% 118
2026
Q1 		$948K Buy
+6,914
New +$955K 0.12% 142

Other funds holding CFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Fortis Capital Advisors's CFR Position: Q2 2026 in Review

Fortis Capital Advisors increased its Cullen/Frost Bankers (CFR) stake by 25% in Q2 2026, buying an estimated $249K and bringing the position to 8,667 shares worth $1.34M. The position accounts for 0.15% of the portfolio, ranked #118.

Fortis Capital Advisors first reported a position in CFR in Q1 2026 and has held it in 2 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Fortis Capital Advisors held 8,667 shares of Cullen/Frost Bankers worth $1.34M as of Q2 2026.
  • Fortis Capital Advisors bought 1,753 Cullen/Frost Bankers shares in Q2 2026, an estimated $249K.
  • Cullen/Frost Bankers made up 0.15% of Fortis Capital Advisors's portfolio in Q2 2026, its #118 holding.
  • Fortis Capital Advisors first reported a position in Cullen/Frost Bankers in Q1 2026 and has held it in 2 quarters since.
  • 566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.