Prime Capital Investment Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Prime Capital Investment 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	$774K	Hold	5,008	–	–	0.01%	587
2026 Q1	$687K	Sell	5,008 -4	-0.1%	-$552	0.01%	599
2025 Q4	$635K	Sell	5,012 -19	-0.4%	-$2.38K	0.01%	588
2025 Q3	$638K	Buy	5,031 +3	+0.1%	+$390	0.01%	575
2025 Q2	$646K	Sell	5,028 -78	-2%	-$9.54K	0.01%	549
2025 Q1	$639K	Buy	5,106 +65	+1%	+$8.73K	0.01%	602
2024 Q4	$677K	Buy	5,041 +4	+0.1%	+$525	0.01%	499
2024 Q3	$563K	Buy	5,037 +36	+0.7%	+$3.94K	0.01%	556
2024 Q2	$508K	Sell	5,001 -1,600	-24%	-$168K	0.01%	568
2024 Q1	$743K	Sell	6,601 -699	-10%	-$74.7K	0.01%	522
2023 Q4	$792K	Sell	7,300 -557	-7%	-$54.1K	0.01%	473
2023 Q3	$717K	Sell	7,857 -147	-2%	-$14.9K	0.01%	396
2023 Q2	$861K	Buy	+8,004	New	+$836K	0.02%	385
2023 Q1	–	Sell	-7,783	Closed	-$1.04M	–	568
2022 Q4	$1.04M	Buy	+7,783	New	+$1.11M	0.04%	238
2020 Q1	–	Sell	-122	Closed	-$12K	–	496
2019 Q4	$12K	Hold	122	–	–	﹤0.01%	474
2019 Q3	$11K	Buy	+122	New	+$10.8K	﹤0.01%	498

Other funds holding CFR

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Prime Capital Investment Advisors's CFR Position: Q2 2026 in Review

Prime Capital Investment Advisors held its Cullen/Frost Bankers (CFR) position steady in Q2 2026 at 5,008 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #587.

Prime Capital Investment Advisors first reported a position in CFR in Q3 2019 and has held it in 16 quarters since. The position peaked at $1.04M in Q4 2022. 397 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Prime Capital Investment Advisors held 5,008 shares of Cullen/Frost Bankers worth $774K as of Q2 2026.
Prime Capital Investment Advisors left its Cullen/Frost Bankers share count unchanged in Q2 2026.
Cullen/Frost Bankers made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #587 holding.
Prime Capital Investment Advisors first reported a position in Cullen/Frost Bankers in Q3 2019 and has held it in 16 quarters since.
Prime Capital Investment Advisors's Cullen/Frost Bankers position peaked at $1.04M in Q4 2022.
397 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.