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 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

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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 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

GoalVest Advisory's CFR Position: Q2 2026 in Review

GoalVest Advisory held its Cullen/Frost Bankers (CFR) position steady in Q2 2026 at 194 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #264.

GoalVest Advisory first reported a position in CFR in Q3 2025 and has held it in 4 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

GoalVest Advisory held 194 shares of Cullen/Frost Bankers worth $30K as of Q2 2026.
GoalVest Advisory left its Cullen/Frost Bankers share count unchanged in Q2 2026.
Cullen/Frost Bankers made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #264 holding.
GoalVest Advisory first reported a position in Cullen/Frost Bankers in Q3 2025 and has held it in 4 quarters since.
566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.