Merit Financial Group
CFR icon

Merit Financial Group’s Cullen/Frost Bankers CFR Stock Holding History

Merit Financial Group’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
Q3 		$305K Buy
1,995
+123
+7% +$19.9K ﹤0.01% 1903
2026
Q2 		$289K Sell
1,872
-102
-5% -$14.5K ﹤0.01% 1837
2026
Q1 		$271K Buy
+1,974
New +$273K ﹤0.01% 1721
2025
Q3 		– Sell
-1,655
Closed -$213K – 1804
2025
Q2 		$213K Buy
+1,655
New +$202K ﹤0.01% 1526

Other funds holding CFR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Merit Financial Group's CFR Position: Q3 2026 in Review

Merit Financial Group increased its Cullen/Frost Bankers (CFR) stake by 6.6% in Q3 2026, buying an estimated $19.9K and bringing the position to 1,995 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Merit Financial Group first reported a position in CFR in Q2 2025 and has held it in 4 quarters since. 480 funds tracked by Wall St. Rank hold CFR as of Q3 2026.

  • Merit Financial Group held 1,995 shares of Cullen/Frost Bankers worth $305K as of Q3 2026.
  • Merit Financial Group bought 123 Cullen/Frost Bankers shares in Q3 2026, an estimated $19.9K.
  • Cullen/Frost Bankers made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1903 holding.
  • Merit Financial Group first reported a position in Cullen/Frost Bankers in Q2 2025 and has held it in 4 quarters since.
  • 480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.