GRP
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Global Retirement Partners’s Cullen/Frost Bankers CFR Stock Holding History

Global Retirement Partners’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 		$37.5K Buy
+243
New +$34.5K ﹤0.01% 2701
2025
Q4 		$19.2K Buy
152
+117
+334% +$14.7K ﹤0.01% 2885
2025
Q3 		$4.44K Hold
35
– – ﹤0.01% 3020
2025
Q2 		$4.5K Buy
+35
New +$4.28K ﹤0.01% 2953
2024
Q4 		$11.1K Sell
83
-23
-22% -$3.02K ﹤0.01% 2360
2024
Q3 		$11.9K Buy
106
+47
+80% +$5.14K ﹤0.01% 2219
2024
Q2 		$6K Sell
59
-3
-5% -$314 ﹤0.01% 2533
2024
Q1 		$6.98K Hold
62
– – ﹤0.01% 2272
2023
Q4 		$6.37K Buy
62
+35
+130% +$3.4K ﹤0.01% 2227
2023
Q3 		$2.4K Hold
27
– – ﹤0.01% 2466
2023
Q2 		$2.9K Sell
27
-6
-18% -$627 ﹤0.01% 2401
2023
Q1 		$3.26K Buy
+33
New +$4.11K ﹤0.01% 2321
2022
Q4 		– Sell
-1
Closed – – 3032
2022
Q3 		$0 Buy
+1
New +$131 ﹤0.01% 2721
2021
Q2 		– Sell
-36
Closed -$4K – 1873
2021
Q1 		$4K Buy
+36
New +$3.71K ﹤0.01% 1507
2019
Q2 		– Sell
-43
Closed -$4K – 1604
2019
Q1 		$4K Hold
43
– – ﹤0.01% 1280
2018
Q4 		$4K Hold
43
– – ﹤0.01% 1196
2018
Q3 		$4K Hold
43
– – ﹤0.01% 1255
2018
Q2 		$5K Hold
43
– – ﹤0.01% 1192
2018
Q1 		$5K Hold
43
– – ﹤0.01% 1142
2017
Q4 		$4K Buy
43
+1
+2% +$96 ﹤0.01% 1148
2017
Q3 		$4K Hold
42
– – ﹤0.01% 1032
2017
Q2 		$4K Hold
42
– – ﹤0.01% 968
2017
Q1 		$4K Hold
42
– – ﹤0.01% 941
2016
Q4 		$4K Buy
+42
New +$3.37K ﹤0.01% 874

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 $3.38T AUM 44.17% 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 $60.8B AUM 26.63% 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

Global Retirement Partners's CFR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Cullen/Frost Bankers (CFR) in Q2 2026: 243 shares worth $37.5K. The stake represents ﹤0.01% of the portfolio and ranks #2701 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CFR as recently as Q4 2025.

Global Retirement Partners first reported a position in CFR in Q4 2016 and has held it in 24 quarters since. 572 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Global Retirement Partners held 243 shares of Cullen/Frost Bankers worth $37.5K as of Q2 2026.
  • Cullen/Frost Bankers was a new Global Retirement Partners position in Q2 2026.
  • Cullen/Frost Bankers made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2701 holding.
  • Global Retirement Partners first reported a position in Cullen/Frost Bankers in Q4 2016 and has held it in 24 quarters since.
  • 572 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.