GA
CFR icon

GoalVest Advisory’s Cullen/Frost Bankers CFR Stock Holding History

GoalVest Advisory’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
Q3 		$29.6K Hold
194
– – 0.01% 281
2026
Q2 		$30K Hold
194
– – 0.01% 264
2026
Q1 		$26.6K Hold
194
– – 0.01% 299
2025
Q4 		$24.6K Sell
194
-30
-13% -$3.76K ﹤0.01% 322
2025
Q3 		$28.4K Buy
+224
New +$29.1K 0.01% 270

Other funds holding CFR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GoalVest Advisory's CFR Position: Q3 2026 in Review

GoalVest Advisory held its Cullen/Frost Bankers (CFR) position steady in Q3 2026 at 194 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #281.

GoalVest Advisory first reported a position in CFR in Q3 2025 and has held it in 5 quarters since. The position peaked at $30K in Q2 2026. 17 funds tracked by Wall St. Rank hold CFR as of Q3 2026.

  • GoalVest Advisory held 194 shares of Cullen/Frost Bankers worth $29.6K as of Q3 2026.
  • GoalVest Advisory left its Cullen/Frost Bankers share count unchanged in Q3 2026.
  • Cullen/Frost Bankers made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #281 holding.
  • GoalVest Advisory first reported a position in Cullen/Frost Bankers in Q3 2025 and has held it in 5 quarters since.
  • GoalVest Advisory's Cullen/Frost Bankers position peaked at $30K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.