Planning Strategies’s Cullen/Frost Bankers CFR Stock Holding History

Planning Strategies’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	$1.7K	Buy	+11	New	+$1.56K	﹤0.01%	632

Other funds holding CFR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Planning Strategies's CFR Position: Q2 2026 in Review

Planning Strategies opened a new position in Cullen/Frost Bankers (CFR) in Q2 2026: 11 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings.

537 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Planning Strategies held 11 shares of Cullen/Frost Bankers worth $1.7K as of Q2 2026.
Cullen/Frost Bankers was a new Planning Strategies position in Q2 2026.
Cullen/Frost Bankers made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #632 holding.
537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.