John Overdeck’s Cullen/Frost Bankers CFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $177M | Buy |
1,144,332
+484,393
| +73% | +$68.8M | 0.13% | 172 |
|
|
2026
Q1 | $90.5M | Buy |
659,939
+337,071
| +104% | +$46.5M | 0.07% | 306 |
|
|
2025
Q4 | $40.9M | Sell |
322,868
-51,109
| -14% | -$6.41M | 0.06% | 415 |
|
|
2025
Q3 | $47.4M | Buy |
373,977
+356,373
| +2,024% | +$46.3M | 0.07% | 339 |
|
|
2025
Q2 | $2.26M | Sell |
17,604
-7,512
| -30% | -$918K | ﹤0.01% | 1744 |
|
|
2025
Q1 | $3.14M | Buy |
25,116
+15,487
| +161% | +$2.08M | 0.01% | 1420 |
|
|
2024
Q4 | $1.29M | Sell |
9,629
-89,929
| -90% | -$11.8M | ﹤0.01% | 2009 |
|
|
2024
Q3 | $11.1M | Buy |
99,558
+56,990
| +134% | +$6.23M | 0.02% | 711 |
|
|
2024
Q2 | $4.33M | Buy |
+42,568
| New | +$4.46M | 0.01% | 1074 |
|
|
2023
Q4 | – | Sell |
-96,920
| Closed | -$8.84M | – | 3174 |
|
|
2023
Q3 | $8.84M | Buy |
96,920
+40,821
| +73% | +$4.14M | 0.02% | 650 |
|
|
2023
Q2 | $6.03M | Sell |
56,099
-69,057
| -55% | -$7.21M | 0.02% | 845 |
|
|
2023
Q1 | $13.2M | Buy |
+125,156
| New | +$15.6M | 0.04% | 493 |
|
|
2020
Q4 | – | Sell |
-23,158
| Closed | -$1.48M | – | 3380 |
|
|
2020
Q3 | $1.48M | Buy |
+23,158
| New | +$1.62M | 0.01% | 1493 |
|
|
2020
Q2 | – | Sell |
-28,035
| Closed | -$1.56M | – | 2993 |
|
|
2020
Q1 | $1.56M | Buy |
+28,035
| New | +$2.29M | 0.01% | 1110 |
|
|
2019
Q1 | – | Sell |
-7,374
| Closed | -$648K | – | 3056 |
|
|
2018
Q4 | $648K | Sell |
7,374
-25,853
| -78% | -$2.52M | ﹤0.01% | 1936 |
|
|
2018
Q3 | $3.47M | Sell |
33,227
-69,157
| -68% | -$7.68M | 0.01% | 1125 |
|
|
2018
Q2 | $11.1M | Buy |
102,384
+72,320
| +241% | +$8.16M | 0.03% | 630 |
|
|
2018
Q1 | $3.19M | Buy |
30,064
+9,837
| +49% | +$1.03M | 0.01% | 1202 |
|
|
2017
Q4 | $1.91M | Buy |
20,227
+15,800
| +357% | +$1.52M | 0.01% | 1504 |
|
|
2017
Q3 | $420K | Buy |
+4,427
| New | +$400K | ﹤0.01% | 2230 |
|
|
2017
Q2 | – | Sell |
-23,327
| Closed | -$2.08M | – | 2985 |
|
|
2017
Q1 | $2.08M | Sell |
23,327
-27,900
| -54% | -$2.51M | 0.01% | 1435 |
|
|
2016
Q4 | $4.52M | Buy |
+51,227
| New | +$4.11M | 0.02% | 905 |
|
|
2016
Q3 | – | Sell |
-30,427
| Closed | -$1.94M | – | 3124 |
|
|
2016
Q2 | $1.94M | Buy |
+30,427
| New | +$1.88M | 0.01% | 1278 |
|
|
2015
Q1 | – | Sell |
-206,587
| Closed | -$14.6M | – | 2649 |
|
|
2014
Q4 | $14.6M | Buy |
+206,587
| New | +$15.6M | 0.08% | 316 |
|
Other funds holding CFR
John Overdeck's CFR Position: Q2 2026 in Review
John Overdeck increased its Cullen/Frost Bankers (CFR) stake by 73% in Q2 2026, buying an estimated $68.8M and bringing the position to 1,144,332 shares worth $177M. The position accounts for 0.13% of the portfolio, ranked #172.
John Overdeck first reported a position in CFR in Q4 2014 and has held it in 24 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.
- John Overdeck held 1,144,332 shares of Cullen/Frost Bankers worth $177M as of Q2 2026.
- John Overdeck bought 484,393 Cullen/Frost Bankers shares in Q2 2026, an estimated $68.8M.
- Cullen/Frost Bankers made up 0.13% of John Overdeck's portfolio in Q2 2026, its #172 holding.
- John Overdeck first reported a position in Cullen/Frost Bankers in Q4 2014 and has held it in 24 quarters since.
- 566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.