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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Icon Wealth Advisors's CFR Position: Q1 2026 in Review

Icon Wealth Advisors sold out of Cullen/Frost Bankers (CFR) in Q1 2026, closing a stake of 2,461 shares — an estimated $309K sold.

Icon Wealth Advisors first reported a position in CFR in Q2 2024 and held it in 7 quarters. The position peaked at $321K in Q3 2025. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

  • Icon Wealth Advisors reported no remaining Cullen/Frost Bankers position as of Q1 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,461 Cullen/Frost Bankers shares in Q1 2026, an estimated $309K.
  • Icon Wealth Advisors first reported a position in Cullen/Frost Bankers in Q2 2024 and held it in 7 quarters.
  • Icon Wealth Advisors's Cullen/Frost Bankers position peaked at $321K in Q3 2025.
  • 537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.