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Pinnacle Wealth Planning Services’s Cullen/Frost Bankers CFR Stock Holding History

Pinnacle Wealth Planning Services’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 		$6.44K Buy
47
+6
+15% +$828 ﹤0.01% 2178
2025
Q4 		$5.19K Buy
+41
New +$5.14K ﹤0.01% 2268
2021
Q1 		– Sell
-7
Closed -$1K – 638
2020
Q4 		$1K Buy
+7
New +$550 ﹤0.01% 2081

Other funds holding CFR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
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
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's CFR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Cullen/Frost Bankers (CFR) stake by 15% in Q1 2026, buying an estimated $828 and bringing the position to 47 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

Pinnacle Wealth Planning Services first reported a position in CFR in Q4 2020 and has held it in 3 quarters since. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 47 shares of Cullen/Frost Bankers worth $6.44K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 6 Cullen/Frost Bankers shares in Q1 2026, an estimated $828.
  • Cullen/Frost Bankers made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2178 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cullen/Frost Bankers in Q4 2020 and has held it in 3 quarters since.
  • 537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.