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Meridian Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

Meridian Wealth 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 		$839K Buy
5,427
+1,674
+45% +$238K 0.03% 423
2026
Q1 		$514K Buy
3,753
+345
+10% +$47.6K 0.02% 508
2025
Q4 		$432K Buy
+3,408
New +$428K 0.02% 535

Other funds holding CFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Meridian Wealth Management's CFR Position: Q2 2026 in Review

Meridian Wealth Management increased its Cullen/Frost Bankers (CFR) stake by 45% in Q2 2026, buying an estimated $238K and bringing the position to 5,427 shares worth $839K. The position accounts for 0.03% of the portfolio, ranked #423.

Meridian Wealth Management first reported a position in CFR in Q4 2025 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Meridian Wealth Management held 5,427 shares of Cullen/Frost Bankers worth $839K as of Q2 2026.
  • Meridian Wealth Management bought 1,674 Cullen/Frost Bankers shares in Q2 2026, an estimated $238K.
  • Cullen/Frost Bankers made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #423 holding.
  • Meridian Wealth Management first reported a position in Cullen/Frost Bankers in Q4 2025 and has held it in 3 quarters since.
  • 294 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.