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HighPoint Advisor Group’s Cullen/Frost Bankers CFR Stock Holding History

HighPoint Advisor 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
Q1 		– Sell
-1,819
Closed -$230K – 719
2025
Q4 		$230K Buy
1,819
+12
+0.7% +$1.5K 0.01% 974
2025
Q3 		$229K Buy
+1,807
New +$235K 0.01% 617
2025
Q1 		– Sell
-1,534
Closed -$218K – 668
2024
Q4 		$218K Buy
+1,534
New +$201K 0.01% 618

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighPoint Advisor Group's CFR Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Cullen/Frost Bankers (CFR) in Q1 2026, closing a stake of 1,819 shares — an estimated $230K sold.

HighPoint Advisor Group first reported a position in CFR in Q4 2024 and held it in 3 quarters. The position peaked at $230K in Q4 2025. 539 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Cullen/Frost Bankers position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 1,819 Cullen/Frost Bankers shares in Q1 2026, an estimated $230K.
  • HighPoint Advisor Group first reported a position in Cullen/Frost Bankers in Q4 2024 and held it in 3 quarters.
  • HighPoint Advisor Group's Cullen/Frost Bankers position peaked at $230K in Q4 2025.
  • 539 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.