Lummis Asset Management’s Cullen/Frost Bankers CFR Stock Holding History

Lummis Asset Management’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	$61.3K	Hold	397	–	–	0.04%	83
2026 Q1	$54.4K	Hold	397	–	–	0.03%	86
2025 Q4	$50.3K	Hold	397	–	–	0.03%	85
2025 Q3	$50.3K	Hold	397	–	–	0.03%	86
2025 Q2	$51K	Hold	397	–	–	0.03%	82
2025 Q1	$49.7K	Hold	397	–	–	0.03%	85
2024 Q4	$53.3K	Hold	397	–	–	0.07%	57
2024 Q3	$44.4K	Hold	397	–	–	0.05%	67
2024 Q2	$40.3K	Hold	397	–	–	0.05%	62
2024 Q1	$44.7K	Hold	397	–	–	0.06%	59
2023 Q4	$43.1K	Buy	+397	New	+$38.6K	0.03%	86

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

Lummis Asset Management's CFR Position: Q2 2026 in Review

Lummis Asset Management held its Cullen/Frost Bankers (CFR) position steady in Q2 2026 at 397 shares worth $61.3K. The position accounts for 0.04% of the portfolio, ranked #83.

Lummis Asset Management first reported a position in CFR in Q4 2023 and has held it in 11 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Lummis Asset Management held 397 shares of Cullen/Frost Bankers worth $61.3K as of Q2 2026.
Lummis Asset Management left its Cullen/Frost Bankers share count unchanged in Q2 2026.
Cullen/Frost Bankers made up 0.04% of Lummis Asset Management's portfolio in Q2 2026, its #83 holding.
Lummis Asset Management first reported a position in Cullen/Frost Bankers in Q4 2023 and has held it in 11 quarters since.
566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.