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CFR icon

Icon Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Icon Wealth Advisors’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 		$317K Buy
+2,049
New +$291K 0.02% 335
2026
Q1 		– Sell
-2,461
Closed -$309K – 402
2025
Q4 		$309K Sell
2,461
-70
-3% -$8.78K 0.02% 312
2025
Q3 		$321K Buy
2,531
+158
+7% +$20.5K 0.02% 307
2025
Q2 		$305K Buy
2,373
+896
+61% +$110K 0.02% 310
2025
Q1 		$185K Sell
1,477
-149
-9% -$20K 0.02% 369
2024
Q4 		$218K Buy
1,626
+14
+0.9% +$1.84K 0.02% 357
2024
Q3 		$180K Sell
1,612
-1
-0.1% -$109 0.02% 381
2024
Q2 		$189K Buy
+1,613
New +$169K 0.02% 342

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 $60.8B AUM 26.63% 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

Icon Wealth Advisors's CFR Position: Q2 2026 in Review

Icon Wealth Advisors opened a new position in Cullen/Frost Bankers (CFR) in Q2 2026: 2,049 shares worth $317K. The stake represents 0.02% of the portfolio and ranks #335 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in CFR as recently as Q4 2025.

Icon Wealth Advisors first reported a position in CFR in Q2 2024 and has held it in 8 quarters since. The position peaked at $321K in Q3 2025. 570 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Icon Wealth Advisors held 2,049 shares of Cullen/Frost Bankers worth $317K as of Q2 2026.
  • Cullen/Frost Bankers was a new Icon Wealth Advisors position in Q2 2026.
  • Cullen/Frost Bankers made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #335 holding.
  • Icon Wealth Advisors first reported a position in Cullen/Frost Bankers in Q2 2024 and has held it in 8 quarters since.
  • Icon Wealth Advisors's Cullen/Frost Bankers position peaked at $321K in Q3 2025.
  • 570 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.