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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
Q2 		$286K Sell
1,849
-134
-7% -$19K 0.04% 412
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
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 $60.8B AUM 26.63% 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

Personal CFO Solutions's CFR Position: Q2 2026 in Review

Personal CFO Solutions reduced its Cullen/Frost Bankers (CFR) stake by 6.8% in Q2 2026, selling an estimated $19K and leaving 1,849 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #412.

Personal CFO Solutions first reported a position in CFR in Q4 2022 and has held it in 11 quarters since. 569 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Personal CFO Solutions held 1,849 shares of Cullen/Frost Bankers worth $286K as of Q2 2026.
  • Personal CFO Solutions sold 134 Cullen/Frost Bankers shares in Q2 2026, an estimated $19K.
  • Cullen/Frost Bankers made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #412 holding.
  • Personal CFO Solutions first reported a position in Cullen/Frost Bankers in Q4 2022 and has held it in 11 quarters since.
  • 569 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.