JPWM
CFR icon

Jamison Private Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

Jamison Private Wealth Management’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 		$253K Buy
1,636
+7
+0.4% +$994 0.03% 208
2026
Q1 		$223K Buy
1,629
+6
+0.4% +$828 0.03% 203
2025
Q4 		$205K Sell
1,623
-69
-4% -$8.66K 0.03% 206
2025
Q3 		$215K Sell
1,692
-69
-4% -$8.97K 0.03% 207
2025
Q2 		$226K Buy
1,761
+7
+0.4% +$856 0.03% 189
2025
Q1 		$220K Sell
1,754
-73
-4% -$9.81K 0.03% 187
2024
Q4 		$245K Buy
1,827
+6
+0.3% +$788 0.04% 189
2024
Q3 		$204K Sell
1,821
-43
-2% -$4.7K 0.03% 188
2024
Q2 		$189K Buy
1,864
+8
+0.4% +$838 0.03% 178
2024
Q1 		$209K Buy
1,856
+8
+0.4% +$855 0.04% 172
2023
Q4 		$201K Buy
1,848
+7
+0.4% +$680 0.04% 166
2023
Q3 		$168K Buy
+1,841
New +$187K 0.03% 170

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

Jamison Private Wealth Management's CFR Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Cullen/Frost Bankers (CFR) stake by 0.43% in Q2 2026, buying an estimated $994 and bringing the position to 1,636 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #208.

Jamison Private Wealth Management first reported a position in CFR in Q3 2023 and has held it in 12 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Jamison Private Wealth Management held 1,636 shares of Cullen/Frost Bankers worth $253K as of Q2 2026.
  • Jamison Private Wealth Management bought 7 Cullen/Frost Bankers shares in Q2 2026, an estimated $994.
  • Cullen/Frost Bankers made up 0.03% of Jamison Private Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Jamison Private Wealth Management first reported a position in Cullen/Frost Bankers in Q3 2023 and has held it in 12 quarters since.
  • 566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.