Principia Wealth Advisory’s Cullen/Frost Bankers CFR Stock Holding History

Principia Wealth Advisory’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	$309	Hold	2	–	–	﹤0.01%	961
2026 Q1	$274	Hold	2	–	–	﹤0.01%	929
2025 Q4	$253	Hold	2	–	–	﹤0.01%	902
2025 Q3	$254	Hold	2	–	–	﹤0.01%	878
2025 Q2	$257	Hold	2	–	–	﹤0.01%	867
2025 Q1	$229	Buy	+2	New	+$269	﹤0.01%	763

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 $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

Principia Wealth Advisory's CFR Position: Q2 2026 in Review

Principia Wealth Advisory held its Cullen/Frost Bankers (CFR) position steady in Q2 2026 at 2 shares worth $309. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Principia Wealth Advisory first reported a position in CFR in Q1 2025 and has held it in 6 quarters since. 570 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Principia Wealth Advisory held 2 shares of Cullen/Frost Bankers worth $309 as of Q2 2026.
Principia Wealth Advisory left its Cullen/Frost Bankers share count unchanged in Q2 2026.
Cullen/Frost Bankers made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #961 holding.
Principia Wealth Advisory first reported a position in Cullen/Frost Bankers in Q1 2025 and has held it in 6 quarters since.
570 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.