Jones Financial Companies
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Jones Financial Companies’s Cullen/Frost Bankers CFR Stock Holding History

Jones Financial Companies’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 		$54.3M Buy
349,854
+95,079
+37% +$13.5M 0.02% 385
2026
Q1 		$34.1M Buy
254,775
+239,589
+1,578% +$33.1M 0.02% 444
2025
Q4 		$1.92M Buy
15,186
+5,770
+61% +$724K ﹤0.01% 971
2025
Q3 		$1.21M Buy
9,416
+1,465
+18% +$190K ﹤0.01% 1060
2025
Q2 		$1.03M Buy
7,951
+860
+12% +$105K ﹤0.01% 1001
2025
Q1 		$882K Buy
7,091
+1,747
+33% +$235K ﹤0.01% 909
2024
Q4 		$717K Buy
5,344
+1,978
+59% +$260K ﹤0.01% 857
2024
Q3 		$374K Buy
3,366
+2,623
+353% +$287K ﹤0.01% 927
2024
Q2 		$75.5K Buy
+743
New +$77.8K ﹤0.01% 1132
2023
Q3 		– Sell
-169
Closed -$18.2K – 692
2023
Q2 		$18.2K Buy
169
+86
+104% +$8.98K ﹤0.01% 428
2023
Q1 		$8.74K Hold
83
– – ﹤0.01% 484
2022
Q4 		$11K Hold
83
– – ﹤0.01% 466
2022
Q3 		$11K Hold
83
– – ﹤0.01% 412
2022
Q2 		$10K Buy
+83
New +$10.6K ﹤0.01% 472

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

Jones Financial Companies's CFR Position: Q2 2026 in Review

Jones Financial Companies increased its Cullen/Frost Bankers (CFR) stake by 37% in Q2 2026, buying an estimated $13.5M and bringing the position to 349,854 shares worth $54.3M. The position accounts for 0.02% of the portfolio, ranked #385.

Jones Financial Companies first reported a position in CFR in Q2 2022 and has held it in 14 quarters since. 565 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Jones Financial Companies held 349,854 shares of Cullen/Frost Bankers worth $54.3M as of Q2 2026.
  • Jones Financial Companies bought 95,079 Cullen/Frost Bankers shares in Q2 2026, an estimated $13.5M.
  • Cullen/Frost Bankers made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #385 holding.
  • Jones Financial Companies first reported a position in Cullen/Frost Bankers in Q2 2022 and has held it in 14 quarters since.
  • 565 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.