JWA
CFR icon

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

JFS 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 		$9.73K Buy
63
+2
+3% +$284 ﹤0.01% 1018
2026
Q1 		$8.36K Hold
61
– – ﹤0.01% 1018
2025
Q4 		$7.72K Buy
61
+17
+39% +$2.13K ﹤0.01% 1071
2025
Q3 		$5.58K Sell
44
-6
-12% -$780 ﹤0.01% 1076
2025
Q2 		$6.43K Buy
50
+5
+11% +$611 ﹤0.01% 997
2025
Q1 		$5.63K Buy
45
+2
+5% +$269 ﹤0.01% 1074
2024
Q4 		$5.77K Hold
43
– – ﹤0.01% 1071
2024
Q3 		$4.81K Buy
43
+2
+5% +$219 ﹤0.01% 1134
2024
Q2 		$4.17K Hold
41
– – ﹤0.01% 1136
2024
Q1 		$4.62K Sell
41
-5
-11% -$534 ﹤0.01% 1132
2023
Q4 		$4.99K Buy
46
+39
+557% +$3.79K ﹤0.01% 1058
2023
Q3 		$639 Sell
7
-28
-80% -$2.84K ﹤0.01% 1698
2023
Q2 		$3.76K Buy
35
+15
+75% +$1.57K ﹤0.01% 1131
2023
Q1 		$2.11K Sell
20
-39
-66% -$4.86K ﹤0.01% 1341
2022
Q4 		$7.89K Buy
59
+3
+5% +$426 ﹤0.01% 805
2022
Q3 		$7K Buy
56
+16
+40% +$2.1K ﹤0.01% 845
2022
Q2 		$5K Sell
40
-5
-11% -$639 ﹤0.01% 976
2022
Q1 		$6K Buy
45
+26
+137% +$3.62K ﹤0.01% 959
2021
Q4 		$2K Buy
+19
New +$2.44K ﹤0.01% 1046

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

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

JFS Wealth Advisors increased its Cullen/Frost Bankers (CFR) stake by 3.3% in Q2 2026, buying an estimated $284 and bringing the position to 63 shares worth $9.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

JFS Wealth Advisors first reported a position in CFR in Q4 2021 and has held it in 19 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • JFS Wealth Advisors held 63 shares of Cullen/Frost Bankers worth $9.73K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Cullen/Frost Bankers shares in Q2 2026, an estimated $284.
  • Cullen/Frost Bankers made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1018 holding.
  • JFS Wealth Advisors first reported a position in Cullen/Frost Bankers in Q4 2021 and has held it in 19 quarters since.
  • 566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.