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

Kingswood 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 		$389K Sell
2,520
-8
-0.3% -$1.14K 0.02% 687
2026
Q1 		$347K Sell
2,528
-2
-0.1% -$276 0.02% 665
2025
Q4 		$320K Hold
2,530
– – 0.02% 662
2025
Q3 		$321K Buy
2,530
+144
+6% +$18.7K 0.02% 604
2025
Q2 		$307K Sell
2,386
-8
-0.3% -$978 0.02% 562
2025
Q1 		$300K Sell
2,394
-1
-0% -$134 0.03% 547
2024
Q4 		$322K Buy
+2,395
New +$315K 0.02% 582

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

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

Kingswood Wealth Advisors reduced its Cullen/Frost Bankers (CFR) stake by 0.32% in Q2 2026, selling an estimated $1.14K and leaving 2,520 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #687.

Kingswood Wealth Advisors first reported a position in CFR in Q4 2024 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Kingswood Wealth Advisors held 2,520 shares of Cullen/Frost Bankers worth $389K as of Q2 2026.
  • Kingswood Wealth Advisors sold 8 Cullen/Frost Bankers shares in Q2 2026, an estimated $1.14K.
  • Cullen/Frost Bankers made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #687 holding.
  • Kingswood Wealth Advisors first reported a position in Cullen/Frost Bankers in Q4 2024 and has held it in 7 quarters since.
  • 566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.