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

LGT 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 		– Sell
-76
Closed -$10.4K – 230
2026
Q1 		$10.4K Buy
76
+1
+1% +$138 0.05% 134
2025
Q4 		$9.52K Hold
75
– – 0.06% 144
2025
Q3 		$9.45K Buy
75
+1
+1% +$130 0.02% 236
2025
Q2 		$9.51K Hold
74
– – 0.02% 211
2025
Q1 		$9.27K Hold
74
– – 0.03% 178
2024
Q4 		$9.94K Hold
74
– – 0.02% 435
2024
Q3 		$8.28K Hold
74
– – 0.02% 450
2024
Q2 		$7.52K Hold
74
– – 0.02% 526
2024
Q1 		$8.33K Hold
74
– – 0.01% 527
2023
Q4 		$8.03K Hold
74
– – 0.01% 526
2023
Q3 		$6.75K Buy
+74
New +$7.51K 0.01% 558

Other funds holding CFR

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

LGT Financial Advisors sold out of Cullen/Frost Bankers (CFR) in Q2 2026, closing a stake of 76 shares — an estimated $10.4K sold.

LGT Financial Advisors first reported a position in CFR in Q3 2023 and held it in 11 quarters. The position peaked at $10.4K in Q1 2026. 217 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • LGT Financial Advisors reported no remaining Cullen/Frost Bankers position as of Q2 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 76 Cullen/Frost Bankers shares in Q2 2026, an estimated $10.4K.
  • LGT Financial Advisors first reported a position in Cullen/Frost Bankers in Q3 2023 and held it in 11 quarters.
  • LGT Financial Advisors's Cullen/Frost Bankers position peaked at $10.4K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.