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Innovative Asset Advisors Group’s Cullen/Frost Bankers CFR Stock Holding History

Innovative Asset Advisors 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 		– Sell
-2
Closed -$274 – 408
2026
Q1 		$274 Buy
+2
New +$276 ﹤0.01% 1008

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 $59.9B AUM 27.01% 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

Innovative Asset Advisors Group's CFR Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Cullen/Frost Bankers (CFR) in Q2 2026, closing a stake of 2 shares — an estimated $274 sold.

Innovative Asset Advisors Group first reported a position in CFR in Q1 2026 and held it in 1 quarter. The position peaked at $274 in Q1 2026. 537 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Cullen/Frost Bankers position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 2 Cullen/Frost Bankers shares in Q2 2026, an estimated $274.
  • Innovative Asset Advisors Group first reported a position in Cullen/Frost Bankers in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Cullen/Frost Bankers position peaked at $274 in Q1 2026.
  • 537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.