Planning Strategies
CFR icon

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
Q3 		$1.68K Hold
11
– – ﹤0.01% 677
2026
Q2 		$1.7K Buy
+11
New +$1.56K ﹤0.01% 632

Other funds holding CFR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Planning Strategies's CFR Position: Q3 2026 in Review

Planning Strategies held its Cullen/Frost Bankers (CFR) position steady in Q3 2026 at 11 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Planning Strategies first reported a position in CFR in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.7K in Q2 2026. 480 funds tracked by Wall St. Rank hold CFR as of Q3 2026.

  • Planning Strategies held 11 shares of Cullen/Frost Bankers worth $1.68K as of Q3 2026.
  • Planning Strategies left its Cullen/Frost Bankers share count unchanged in Q3 2026.
  • Cullen/Frost Bankers made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #677 holding.
  • Planning Strategies first reported a position in Cullen/Frost Bankers in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Cullen/Frost Bankers position peaked at $1.7K in Q2 2026.
  • 480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.