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LRI Investments’s Cullen/Frost Bankers CFR Stock Holding History

LRI Investments’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 		$150K Buy
972
+73
+8% +$10.4K 0.01% 385
2026
Q1 		$123K Sell
899
-99
-10% -$13.7K 0.01% 377
2025
Q4 		$126K Hold
998
– – 0.01% 370
2025
Q3 		$127K Hold
998
– – 0.01% 375
2025
Q2 		$128K Hold
998
– – 0.01% 376
2025
Q1 		$125K Sell
998
-365
-27% -$49K 0.01% 364
2024
Q4 		$183K Sell
1,363
-37
-3% -$4.86K 0.02% 292
2024
Q3 		$195K Buy
1,400
+16
+1% +$1.75K 0.02% 284
2024
Q2 		$141K Buy
1,384
+1,258
+998% +$132K 0.02% 321
2024
Q1 		$14.2K Buy
+126
New +$13.5K ﹤0.01% 434

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LRI Investments's CFR Position: Q2 2026 in Review

LRI Investments increased its Cullen/Frost Bankers (CFR) stake by 8.1% in Q2 2026, buying an estimated $10.4K and bringing the position to 972 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #385.

LRI Investments first reported a position in CFR in Q1 2024 and has held it in 10 quarters since. The position peaked at $195K in Q3 2024. 196 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • LRI Investments held 972 shares of Cullen/Frost Bankers worth $150K as of Q2 2026.
  • LRI Investments bought 73 Cullen/Frost Bankers shares in Q2 2026, an estimated $10.4K.
  • Cullen/Frost Bankers made up 0.01% of LRI Investments's portfolio in Q2 2026, its #385 holding.
  • LRI Investments first reported a position in Cullen/Frost Bankers in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Cullen/Frost Bankers position peaked at $195K in Q3 2024.
  • 196 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.