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Phillips Wealth Planners’s Cullen/Frost Bankers CFR Stock Holding History

Phillips Wealth Planners’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 		$245K Sell
1,555
-10
-0.6% -$1.42K 0.18% 180
2026
Q1 		$212K Sell
1,565
-17
-1% -$2.35K 0.16% 201
2025
Q4 		$227K Sell
1,582
-57
-3% -$7.15K 0.18% 176
2025
Q3 		$210K Sell
1,639
-10
-0.6% -$1.3K 0.17% 191
2025
Q2 		$225K Buy
+1,649
New +$202K 0.2% 168
2025
Q1 		– Sell
-1,655
Closed -$219K – 178
2024
Q4 		$219K Sell
1,655
-24
-1% -$3.15K 0.22% 166
2024
Q3 		$207K Buy
+1,679
New +$184K 0.2% 186

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

Phillips Wealth Planners's CFR Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Cullen/Frost Bankers (CFR) stake by 0.64% in Q2 2026, selling an estimated $1.42K and leaving 1,555 shares worth $245K. The position accounts for 0.18% of the portfolio, ranked #180.

Phillips Wealth Planners first reported a position in CFR in Q3 2024 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Phillips Wealth Planners held 1,555 shares of Cullen/Frost Bankers worth $245K as of Q2 2026.
  • Phillips Wealth Planners sold 10 Cullen/Frost Bankers shares in Q2 2026, an estimated $1.42K.
  • Cullen/Frost Bankers made up 0.18% of Phillips Wealth Planners's portfolio in Q2 2026, its #180 holding.
  • Phillips Wealth Planners first reported a position in Cullen/Frost Bankers in Q3 2024 and has held it in 7 quarters since.
  • 566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.