Plante Moran Financial Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Plante Moran Financial Advisors’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	$155	Buy	+1	New	+$142	﹤0.01%	1505
2019 Q4	–	Sell	-50	Closed	-$4K	–	767
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	708
2019 Q2	$5K	Sell	50 -6	-11%	-$586	﹤0.01%	640
2019 Q1	$5K	Hold	56	–	–	﹤0.01%	632
2018 Q4	$5K	Hold	56	–	–	﹤0.01%	590
2018 Q3	$6K	Buy	56 +14	+33%	+$1.55K	﹤0.01%	565
2018 Q2	$5K	Buy	+42	New	+$4.74K	﹤0.01%	627
2017 Q2	–	Sell	-250	Closed	-$22K	–	843
2017 Q1	$22K	Hold	250	–	–	0.01%	461
2016 Q4	$22K	Hold	250	–	–	0.01%	467
2016 Q3	$18K	Hold	250	–	–	0.01%	505
2016 Q2	$16K	Hold	250	–	–	0.01%	459
2016 Q1	$14K	Hold	250	–	–	0.01%	430
2015 Q4	$15K	Hold	250	–	–	0.01%	497
2015 Q3	$16K	Hold	250	–	–	0.01%	410
2015 Q2	$20K	Hold	250	–	–	0.01%	417
2015 Q1	$17K	Hold	250	–	–	0.01%	429
2014 Q4	$18K	Buy	+250	New	+$18.9K	0.01%	415

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 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

Plante Moran Financial Advisors's CFR Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Cullen/Frost Bankers (CFR) in Q2 2026: 1 share worth $155. The stake represents ﹤0.01% of the portfolio and ranks #1505 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in CFR as recently as Q3 2019.

Plante Moran Financial Advisors first reported a position in CFR in Q4 2014 and has held it in 17 quarters since. The position peaked at $22K in Q1 2017. 572 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Plante Moran Financial Advisors held 1 share of Cullen/Frost Bankers worth $155 as of Q2 2026.
Cullen/Frost Bankers was a new Plante Moran Financial Advisors position in Q2 2026.
Cullen/Frost Bankers made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1505 holding.
Plante Moran Financial Advisors first reported a position in Cullen/Frost Bankers in Q4 2014 and has held it in 17 quarters since.
Plante Moran Financial Advisors's Cullen/Frost Bankers position peaked at $22K in Q1 2017.
572 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.