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Impact Partnership Wealth’s Cullen/Frost Bankers CFR Stock Holding History

Impact Partnership Wealth’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 		$260K Buy
+1,682
New +$239K 0.03% 368
2025
Q2 		– Sell
-2,199
Closed -$275K – 308
2025
Q1 		$275K Sell
2,199
-2,453
-53% -$330K 0.06% 181
2024
Q4 		$625K Buy
+4,652
New +$611K 0.13% 96
2024
Q3 		– Sell
-2,208
Closed -$224K – 247
2024
Q2 		$224K Buy
+2,208
New +$231K 0.06% 192
2024
Q1 		– Sell
-3,007
Closed -$326K – 731
2023
Q4 		$326K Buy
+3,007
New +$292K 0.12% 112

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

Impact Partnership Wealth's CFR Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Cullen/Frost Bankers (CFR) in Q2 2026: 1,682 shares worth $260K. The stake represents 0.03% of the portfolio and ranks #368 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in CFR as recently as Q1 2025.

Impact Partnership Wealth first reported a position in CFR in Q4 2023 and has held it in 5 quarters since. The position peaked at $625K in Q4 2024. 572 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Impact Partnership Wealth held 1,682 shares of Cullen/Frost Bankers worth $260K as of Q2 2026.
  • Cullen/Frost Bankers was a new Impact Partnership Wealth position in Q2 2026.
  • Cullen/Frost Bankers made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #368 holding.
  • Impact Partnership Wealth first reported a position in Cullen/Frost Bankers in Q4 2023 and has held it in 5 quarters since.
  • Impact Partnership Wealth's Cullen/Frost Bankers position peaked at $625K in Q4 2024.
  • 572 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.