Lido Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Lido 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	$21.9M	Sell	141,936 -8,046	-5%	-$1.14M	0.06%	214
2026 Q1	$20.6M	Buy	149,982 +100	+0.1%	+$13.8K	0.06%	200
2025 Q4	$19M	Buy	149,882 +593	+0.4%	+$74.4K	0.06%	213
2025 Q3	$18.9M	Buy	149,289 +6,212	+4%	+$807K	0.06%	204
2025 Q2	$18.4M	Sell	143,077 -796	-0.6%	-$97.3K	0.07%	170
2025 Q1	$18M	Buy	143,873 +7,720	+6%	+$1.04M	0.08%	152
2024 Q4	$18.3M	Buy	136,153 +11,341	+9%	+$1.49M	0.08%	146
2024 Q3	$14M	Buy	124,812 +118,240	+1,799%	+$12.9M	0.07%	155
2024 Q2	$668K	Buy	+6,572	New	+$688K	﹤0.01%	826
2023 Q2	–	Sell	-16,395	Closed	-$1.73M	–	1236
2023 Q1	$1.73M	Buy	+16,395	New	+$2.04M	0.02%	373
2022 Q3	–	Sell	-5,144	Closed	-$599K	–	958
2022 Q2	$599K	Buy	+5,144	New	+$657K	0.01%	482

Other funds holding CFR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Lido Advisors's CFR Position: Q2 2026 in Review

Lido Advisors reduced its Cullen/Frost Bankers (CFR) stake by 5.4% in Q2 2026, selling an estimated $1.14M and leaving 141,936 shares worth $21.9M. The position accounts for 0.06% of the portfolio, ranked #214.

Lido Advisors first reported a position in CFR in Q2 2022 and has held it in 11 quarters since. 565 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Lido Advisors held 141,936 shares of Cullen/Frost Bankers worth $21.9M as of Q2 2026.
Lido Advisors sold 8,046 Cullen/Frost Bankers shares in Q2 2026, an estimated $1.14M.
Cullen/Frost Bankers made up 0.06% of Lido Advisors's portfolio in Q2 2026, its #214 holding.
Lido Advisors first reported a position in Cullen/Frost Bankers in Q2 2022 and has held it in 11 quarters since.
565 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.