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 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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Helen Stephens Group's CFR Position: Q2 2026 in Review

Helen Stephens Group increased its Cullen/Frost Bankers (CFR) stake by 0.21% in Q2 2026, buying an estimated $3.69K and bringing the position to 12,422 shares worth $1.92M. The position accounts for 0.33% of the portfolio, ranked #34.

Helen Stephens Group first reported a position in CFR in Q4 2021 and has held it in 19 quarters since. 196 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Helen Stephens Group held 12,422 shares of Cullen/Frost Bankers worth $1.92M as of Q2 2026.
Helen Stephens Group bought 26 Cullen/Frost Bankers shares in Q2 2026, an estimated $3.69K.
Cullen/Frost Bankers made up 0.33% of Helen Stephens Group's portfolio in Q2 2026, its #34 holding.
Helen Stephens Group first reported a position in Cullen/Frost Bankers in Q4 2021 and has held it in 19 quarters since.
196 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.