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RIA Advisory Group’s Cullen/Frost Bankers CFR Stock Holding History

RIA Advisory Group’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
Q1 		– Sell
-1,749
Closed -$221K – 154
2025
Q4 		$221K Sell
1,749
-44
-2% -$5.52K 0.05% 129
2025
Q3 		$227K Buy
+1,793
New +$233K 0.06% 136

Other funds holding CFR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIA Advisory Group's CFR Position: Q1 2026 in Review

RIA Advisory Group sold out of Cullen/Frost Bankers (CFR) in Q1 2026, closing a stake of 1,749 shares — an estimated $221K sold.

RIA Advisory Group first reported a position in CFR in Q3 2025 and held it in 2 quarters. The position peaked at $227K in Q3 2025. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

  • RIA Advisory Group reported no remaining Cullen/Frost Bankers position as of Q1 2026 after selling out during the quarter.
  • RIA Advisory Group sold 1,749 Cullen/Frost Bankers shares in Q1 2026, an estimated $221K.
  • RIA Advisory Group first reported a position in Cullen/Frost Bankers in Q3 2025 and held it in 2 quarters.
  • RIA Advisory Group's Cullen/Frost Bankers position peaked at $227K in Q3 2025.
  • 537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.