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Legacy Capital Wealth Partners’s Cullen/Frost Bankers CFR Stock Holding History

Legacy Capital Wealth Partners’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
Q1 		– Sell
-1,660
Closed -$210K – 392
2025
Q4 		$210K Sell
1,660
-26
-2% -$3.26K 0.05% 356
2025
Q3 		$214K Buy
1,686
+9
+0.5% +$1.17K 0.05% 358
2025
Q2 		$216K Buy
1,677
+32
+2% +$3.91K 0.05% 349
2025
Q1 		$206K Sell
1,645
-79
-5% -$10.6K 0.05% 337
2024
Q4 		$231K Buy
+1,724
New +$226K 0.06% 312

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Capital Wealth Partners's CFR Position: Q1 2026 in Review

Legacy Capital Wealth Partners sold out of Cullen/Frost Bankers (CFR) in Q1 2026, closing a stake of 1,660 shares — an estimated $210K sold.

Legacy Capital Wealth Partners first reported a position in CFR in Q4 2024 and held it in 5 quarters. The position peaked at $231K in Q4 2024. 539 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

  • Legacy Capital Wealth Partners reported no remaining Cullen/Frost Bankers position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 1,660 Cullen/Frost Bankers shares in Q1 2026, an estimated $210K.
  • Legacy Capital Wealth Partners first reported a position in Cullen/Frost Bankers in Q4 2024 and held it in 5 quarters.
  • Legacy Capital Wealth Partners's Cullen/Frost Bankers position peaked at $231K in Q4 2024.
  • 539 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.