Polaris Capital Management’s Cullen/Frost Bankers CFR Stock Holding History

Polaris Capital Management’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	$20.6M	Sell	133,300 -70,700	-35%	-$10M	1.94%	17
2026 Q1	$28M	Sell	204,000 -10,500	-5%	-$1.45M	2.29%	22
2025 Q4	$27.2M	Sell	214,500 -33,400	-13%	-$4.19M	2.25%	21
2025 Q3	$31.4M	Sell	247,900 -6,200	-2%	-$806K	2.07%	22
2025 Q2	$32.7M	Sell	254,100 -14,300	-5%	-$1.75M	2.17%	17
2025 Q1	$33.6M	Sell	268,400 -39,400	-13%	-$5.29M	1.92%	21
2024 Q4	$41.3M	Sell	307,800 -10,400	-3%	-$1.37M	1.99%	13
2024 Q3	$35.6M	Buy	318,200 +2,400	+0.8%	+$262K	1.75%	27
2024 Q2	$32.1M	Sell	315,800 -8,800	-3%	-$922K	1.72%	27
2024 Q1	$36.5M	Sell	324,600 -34,500	-10%	-$3.69M	1.82%	24
2023 Q4	$39M	Buy	359,100 +168,000	+88%	+$16.3M	1.88%	26
2023 Q3	$17.4M	Sell	191,100 -73,000	-28%	-$7.41M	0.94%	38
2023 Q2	$28.4M	Buy	+264,100	New	+$27.6M	1.07%	41

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

Polaris Capital Management's CFR Position: Q2 2026 in Review

Polaris Capital Management reduced its Cullen/Frost Bankers (CFR) stake by 35% in Q2 2026, selling an estimated $10M and leaving 133,300 shares worth $20.6M. The position accounts for 1.94% of the portfolio, ranked #17.

Polaris Capital Management first reported a position in CFR in Q2 2023 and has held it in 13 quarters since. The position peaked at $41.3M in Q4 2024. 565 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Polaris Capital Management held 133,300 shares of Cullen/Frost Bankers worth $20.6M as of Q2 2026.
Polaris Capital Management sold 70,700 Cullen/Frost Bankers shares in Q2 2026, an estimated $10M.
Cullen/Frost Bankers made up 1.94% of Polaris Capital Management's portfolio in Q2 2026, its #17 holding.
Polaris Capital Management first reported a position in Cullen/Frost Bankers in Q2 2023 and has held it in 13 quarters since.
Polaris Capital Management's Cullen/Frost Bankers position peaked at $41.3M in Q4 2024.
565 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Polaris Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.