Oak Harvest Investment Services’s Cullen/Frost Bankers CFR Stock Holding History

Oak Harvest Investment Services’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	–	Sell	-48,509	Closed	-$6.65M	–	172
2026 Q1	$6.65M	Buy	48,509 +2,460	+5%	+$340K	0.69%	52
2025 Q4	$5.83M	Buy	46,049 +2,007	+5%	+$252K	0.64%	54
2025 Q3	$5.58M	Buy	44,042 +1,356	+3%	+$176K	0.65%	49
2025 Q2	$5.49M	Buy	42,686 +1,277	+3%	+$156K	0.69%	48
2025 Q1	$5.18M	Buy	41,409 +1,941	+5%	+$261K	0.72%	50
2024 Q4	$5.3M	Buy	39,468 +2,408	+6%	+$316K	0.74%	48
2024 Q3	$4.15M	Buy	37,060 +8,359	+29%	+$914K	0.6%	56
2024 Q2	$2.92M	Sell	28,701 -3,704	-11%	-$388K	0.45%	63
2024 Q1	$3.65M	Buy	+32,405	New	+$3.46M	0.6%	53

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

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Oak Harvest Investment Services's CFR Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of Cullen/Frost Bankers (CFR) in Q2 2026, closing a stake of 48,509 shares — an estimated $6.65M sold.

Oak Harvest Investment Services first reported a position in CFR in Q1 2024 and held it in 9 quarters. The position peaked at $6.65M in Q1 2026. 135 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Oak Harvest Investment Services reported no remaining Cullen/Frost Bankers position as of Q2 2026 after selling out during the quarter.
Oak Harvest Investment Services sold 48,509 Cullen/Frost Bankers shares in Q2 2026, an estimated $6.65M.
Oak Harvest Investment Services first reported a position in Cullen/Frost Bankers in Q1 2024 and held it in 9 quarters.
Oak Harvest Investment Services's Cullen/Frost Bankers position peaked at $6.65M in Q1 2026.
135 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.