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OneDigital Investment Advisors’s Cullen/Frost Bankers CFR Stock Holding History

OneDigital Investment Advisors’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 		$410K Buy
2,652
+8
+0.3% +$1.14K ﹤0.01% 1128
2026
Q1 		$362K Sell
2,644
-500
-16% -$69K ﹤0.01% 1090
2025
Q4 		$398K Sell
3,144
-354
-10% -$44.4K ﹤0.01% 1059
2025
Q3 		$443K Buy
3,498
+921
+36% +$120K ﹤0.01% 989
2025
Q2 		$331K Buy
2,577
+1
+0% +$122 ﹤0.01% 1101
2025
Q1 		$323K Sell
2,576
-777
-23% -$104K ﹤0.01% 1061
2024
Q4 		$450K Buy
+3,353
New +$440K 0.01% 929

Other funds holding CFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

OneDigital Investment Advisors's CFR Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Cullen/Frost Bankers (CFR) stake by 0.3% in Q2 2026, buying an estimated $1.14K and bringing the position to 2,652 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

OneDigital Investment Advisors first reported a position in CFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $450K in Q4 2024. 567 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • OneDigital Investment Advisors held 2,652 shares of Cullen/Frost Bankers worth $410K as of Q2 2026.
  • OneDigital Investment Advisors bought 8 Cullen/Frost Bankers shares in Q2 2026, an estimated $1.14K.
  • Cullen/Frost Bankers made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1128 holding.
  • OneDigital Investment Advisors first reported a position in Cullen/Frost Bankers in Q4 2024 and has held it in 7 quarters since.
  • OneDigital Investment Advisors's Cullen/Frost Bankers position peaked at $450K in Q4 2024.
  • 567 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.