Personal CFO Solutions’s Cullen/Frost Bankers CFR Stock Holding History

Personal CFO Solutions’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 Q1	$272K	Buy	1,983 +38	+2%	+$5.25K	0.04%	410
2025 Q4	$246K	Sell	1,945 -28	-1%	-$3.51K	0.04%	437
2025 Q3	$250K	Sell	1,973 -62	-3%	-$8.06K	0.04%	413
2025 Q2	$262K	Sell	2,035 -80	-4%	-$9.78K	0.05%	376
2025 Q1	$265K	Buy	2,115 +24	+1%	+$3.22K	0.05%	348
2024 Q4	$281K	Buy	2,091 +283	+16%	+$37.2K	0.06%	346
2024 Q3	$202K	Buy	+1,808	New	+$198K	0.03%	536
2024 Q2	–	Sell	-1,978	Closed	-$223K	–	542
2024 Q1	$223K	Buy	1,978 +38	+2%	+$4.06K	0.03%	493
2023 Q4	$210K	Buy	+1,940	New	+$188K	0.04%	477
2023 Q1	–	Sell	-1,595	Closed	-$213K	–	477
2022 Q4	$213K	Buy	+1,595	New	+$227K	0.05%	405

Other funds holding CFR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Personal CFO Solutions's CFR Position: Q1 2026 in Review

Personal CFO Solutions increased its Cullen/Frost Bankers (CFR) stake by 2% in Q1 2026, buying an estimated $5.25K and bringing the position to 1,983 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #410.

Personal CFO Solutions first reported a position in CFR in Q4 2022 and has held it in 10 quarters since. The position peaked at $281K in Q4 2024. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

Personal CFO Solutions held 1,983 shares of Cullen/Frost Bankers worth $272K as of Q1 2026.
Personal CFO Solutions bought 38 Cullen/Frost Bankers shares in Q1 2026, an estimated $5.25K.
Cullen/Frost Bankers made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #410 holding.
Personal CFO Solutions first reported a position in Cullen/Frost Bankers in Q4 2022 and has held it in 10 quarters since.
Personal CFO Solutions's Cullen/Frost Bankers position peaked at $281K in Q4 2024.
537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.