LFA
CFR icon

Legacy Financial Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Legacy Financial 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 		$215K Buy
+1,389
New +$197K 0.03% 409
2025
Q3 		– Sell
-1,640
Closed -$211K – 420
2025
Q2 		$211K Sell
1,640
-6,718
-80% -$821K 0.03% 326
2025
Q1 		$1.05M Sell
8,358
-211
-2% -$28.3K 0.18% 101
2024
Q4 		$1.15M Sell
8,569
-334
-4% -$43.9K 0.19% 89
2024
Q3 		$996K Sell
8,903
-69
-0.8% -$7.54K 0.17% 99
2024
Q2 		$912K Sell
8,972
-311
-3% -$32.6K 0.16% 103
2024
Q1 		$1.04M Buy
9,283
+443
+5% +$47.3K 0.19% 89
2023
Q4 		$959K Buy
8,840
+3,981
+82% +$387K 0.18% 88
2023
Q3 		$443K Sell
4,859
-28
-0.6% -$2.84K 0.09% 155
2023
Q2 		$526K Buy
4,887
+387
+9% +$40.4K 0.1% 134
2023
Q1 		$474K Buy
4,500
+193
+4% +$24K 0.1% 133
2022
Q4 		$576K Buy
4,307
+187
+5% +$26.6K 0.12% 102
2022
Q3 		$545K Buy
4,120
+207
+5% +$27.1K 0.13% 90
2022
Q2 		$456K Buy
3,913
+211
+6% +$27K 0.11% 97
2022
Q1 		$512K Sell
3,702
-87
-2% -$12.1K 0.12% 96
2021
Q4 		$478K Buy
3,789
+232
+7% +$29.8K 0.11% 95
2021
Q3 		$422K Buy
3,557
+122
+4% +$13.6K 0.1% 94
2021
Q2 		$385K Buy
3,435
+530
+18% +$61.9K 0.1% 93
2021
Q1 		$316K Buy
+2,905
New +$299K 0.09% 101
2019
Q2 		– Sell
-41
Closed -$4K – 253
2019
Q1 		$4K Buy
41
+17
+71% +$1.69K ﹤0.01% 804
2018
Q4 		$2K Hold
24
– – ﹤0.01% 834
2018
Q3 		$2K Hold
24
– – ﹤0.01% 798
2018
Q2 		$3K Hold
24
– – ﹤0.01% 770
2018
Q1 		$2K Hold
24
– – ﹤0.01% 747
2017
Q4 		$2K Buy
+24
New +$2.31K ﹤0.01% 733

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 $60.8B AUM 26.63% 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

Legacy Financial Advisors's CFR Position: Q2 2026 in Review

Legacy Financial Advisors opened a new position in Cullen/Frost Bankers (CFR) in Q2 2026: 1,389 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #409 among its holdings. This is a return to the name: Legacy Financial Advisors previously reported a position in CFR as recently as Q2 2025.

Legacy Financial Advisors first reported a position in CFR in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.15M in Q4 2024. 570 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Legacy Financial Advisors held 1,389 shares of Cullen/Frost Bankers worth $215K as of Q2 2026.
  • Cullen/Frost Bankers was a new Legacy Financial Advisors position in Q2 2026.
  • Cullen/Frost Bankers made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #409 holding.
  • Legacy Financial Advisors first reported a position in Cullen/Frost Bankers in Q4 2017 and has held it in 25 quarters since.
  • Legacy Financial Advisors's Cullen/Frost Bankers position peaked at $1.15M in Q4 2024.
  • 570 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.