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

One Wealth Capital 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 		$430K Buy
+2,782
New +$395K 0.12% 125
2026
Q1 		– Sell
-1,702
Closed -$216K – 130
2025
Q4 		$216K Buy
+1,702
New +$214K 0.09% 125

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

One Wealth Capital Management's CFR Position: Q2 2026 in Review

One Wealth Capital Management opened a new position in Cullen/Frost Bankers (CFR) in Q2 2026: 2,782 shares worth $430K. The stake represents 0.12% of the portfolio and ranks #125 among its holdings. This is a return to the name: One Wealth Capital Management previously reported a position in CFR as recently as Q4 2025.

One Wealth Capital Management first reported a position in CFR in Q4 2025 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • One Wealth Capital Management held 2,782 shares of Cullen/Frost Bankers worth $430K as of Q2 2026.
  • Cullen/Frost Bankers was a new One Wealth Capital Management position in Q2 2026.
  • Cullen/Frost Bankers made up 0.12% of One Wealth Capital Management's portfolio in Q2 2026, its #125 holding.
  • One Wealth Capital Management first reported a position in Cullen/Frost Bankers in Q4 2025 and has held it in 2 quarters since.
  • 196 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.