Garrett Wealth Advisory Group’s Cullen/Frost Bankers CFR Stock Holding History

Garrett Wealth Advisory Group’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	$465K	Buy	3,010 +751	+33%	+$107K	0.07%	92
2026 Q1	$310K	Buy	2,259 +562	+33%	+$77.6K	0.06%	106
2025 Q4	$215K	Hold	1,697	–	–	0.04%	113
2025 Q3	$215K	Hold	1,697	–	–	0.04%	112
2025 Q2	$218K	Hold	1,697	–	–	0.05%	106
2025 Q1	$212K	Buy	+1,697	New	+$228K	0.05%	105

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Garrett Wealth Advisory Group's CFR Position: Q2 2026 in Review

Garrett Wealth Advisory Group increased its Cullen/Frost Bankers (CFR) stake by 33% in Q2 2026, buying an estimated $107K and bringing the position to 3,010 shares worth $465K. The position accounts for 0.07% of the portfolio, ranked #92.

Garrett Wealth Advisory Group first reported a position in CFR in Q1 2025 and has held it in 6 quarters since. 572 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Garrett Wealth Advisory Group held 3,010 shares of Cullen/Frost Bankers worth $465K as of Q2 2026.
Garrett Wealth Advisory Group bought 751 Cullen/Frost Bankers shares in Q2 2026, an estimated $107K.
Cullen/Frost Bankers made up 0.07% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #92 holding.
Garrett Wealth Advisory Group first reported a position in Cullen/Frost Bankers in Q1 2025 and has held it in 6 quarters since.
572 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.