Helen Stephens Group
CFR icon

Helen Stephens Group’s Cullen/Frost Bankers CFR Stock Holding History

Helen Stephens 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
Q3 		$1.9M Buy
12,445
+23
+0.2% +$3.72K 0.3% 37
2026
Q2 		$1.92M Buy
12,422
+26
+0.2% +$3.69K 0.33% 34
2026
Q1 		$1.7M Buy
12,396
+8,702
+236% +$1.2M 0.34% 34
2025
Q4 		$468K Sell
3,694
-88
-2% -$11K 0.1% 70
2025
Q3 		$479K Buy
3,782
+30
+0.8% +$3.9K 0.11% 67
2025
Q2 		$482K Sell
3,752
-18
-0.5% -$2.2K 0.12% 57
2025
Q1 		$472K Buy
3,770
+77
+2% +$10.3K 0.13% 56
2024
Q4 		$496K Buy
3,693
+25
+0.7% +$3.28K 0.15% 54
2024
Q3 		$410K Sell
3,668
-3,555
-49% -$389K 0.12% 60
2024
Q2 		$734K Sell
7,223
-1,361
-16% -$143K 0.25% 49
2024
Q1 		$966K Hold
8,584
– – 0.37% 35
2023
Q4 		$931K Buy
8,584
+2,000
+30% +$194K 0.42% 35
2023
Q3 		$601K Hold
6,584
– – 0.31% 41
2023
Q2 		$708K Hold
6,584
– – 0.36% 39
2023
Q1 		$694K Hold
6,584
– – 0.36% 40
2022
Q4 		$880K Hold
6,584
– – 0.53% 32
2022
Q3 		$871K Hold
6,584
– – 0.61% 29
2022
Q2 		$767K Hold
6,584
– – 0.54% 29
2022
Q1 		$911K Hold
6,584
– – 0.63% 24
2021
Q4 		$830K Buy
+6,584
New +$847K 0.67% 22

Other funds holding CFR

Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Martin Capital Partners
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Helen Stephens Group's CFR Position: Q3 2026 in Review

Helen Stephens Group increased its Cullen/Frost Bankers (CFR) stake by 0.19% in Q3 2026, buying an estimated $3.72K and bringing the position to 12,445 shares worth $1.9M. The position accounts for 0.3% of the portfolio, ranked #37.

Helen Stephens Group first reported a position in CFR in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.92M in Q2 2026. 190 funds tracked by Wall St. Rank hold CFR as of Q3 2026.

  • Helen Stephens Group held 12,445 shares of Cullen/Frost Bankers worth $1.9M as of Q3 2026.
  • Helen Stephens Group bought 23 Cullen/Frost Bankers shares in Q3 2026, an estimated $3.72K.
  • Cullen/Frost Bankers made up 0.3% of Helen Stephens Group's portfolio in Q3 2026, its #37 holding.
  • Helen Stephens Group first reported a position in Cullen/Frost Bankers in Q4 2021 and has held it in 20 quarters since.
  • Helen Stephens Group's Cullen/Frost Bankers position peaked at $1.92M in Q2 2026.
  • 190 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.