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HB Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

HB Wealth Management’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 		$734K Buy
4,752
+267
+6% +$37.9K ﹤0.01% 907
2026
Q1 		$615K Buy
4,485
+2,092
+87% +$289K ﹤0.01% 878
2025
Q4 		$303K Buy
2,393
+233
+11% +$29.2K ﹤0.01% 1129
2025
Q3 		$274K Sell
2,160
-95
-4% -$12.3K ﹤0.01% 1118
2025
Q2 		$290K Buy
2,255
+358
+19% +$43.8K ﹤0.01% 953
2025
Q1 		$238K Buy
1,897
+102
+6% +$13.7K ﹤0.01% 1063
2024
Q4 		$241K Buy
+1,795
New +$236K ﹤0.01% 905

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

HB Wealth Management's CFR Position: Q2 2026 in Review

HB Wealth Management increased its Cullen/Frost Bankers (CFR) stake by 6% in Q2 2026, buying an estimated $37.9K and bringing the position to 4,752 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

HB Wealth Management first reported a position in CFR in Q4 2024 and has held it in 7 quarters since. 567 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • HB Wealth Management held 4,752 shares of Cullen/Frost Bankers worth $734K as of Q2 2026.
  • HB Wealth Management bought 267 Cullen/Frost Bankers shares in Q2 2026, an estimated $37.9K.
  • Cullen/Frost Bankers made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #907 holding.
  • HB Wealth Management first reported a position in Cullen/Frost Bankers in Q4 2024 and has held it in 7 quarters since.
  • 567 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.