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Roehl & Yi Investment Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Roehl & Yi 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 		$1.12M Buy
7,243
+37
+0.5% +$5.25K 0.37% 56
2026
Q1 		$988K Sell
7,206
-35
-0.5% -$4.83K 0.37% 54
2025
Q4 		$917K Sell
7,241
-33
-0.5% -$4.14K 0.36% 60
2025
Q3 		$922K Sell
7,274
-292
-4% -$38K 0.4% 54
2025
Q2 		$973K Hold
7,566
– – 0.5% 41
2025
Q1 		$947K Sell
7,566
-113
-1% -$15.2K 0.51% 40
2024
Q4 		$1.03M Buy
+7,679
New +$1.01M 0.57% 35

Other funds holding CFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Roehl & Yi Investment Advisors's CFR Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Cullen/Frost Bankers (CFR) stake by 0.51% in Q2 2026, buying an estimated $5.25K and bringing the position to 7,243 shares worth $1.12M. The position accounts for 0.37% of the portfolio, ranked #56.

Roehl & Yi Investment Advisors first reported a position in CFR in Q4 2024 and has held it in 7 quarters since. 568 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Roehl & Yi Investment Advisors held 7,243 shares of Cullen/Frost Bankers worth $1.12M as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 37 Cullen/Frost Bankers shares in Q2 2026, an estimated $5.25K.
  • Cullen/Frost Bankers made up 0.37% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • Roehl & Yi Investment Advisors first reported a position in Cullen/Frost Bankers in Q4 2024 and has held it in 7 quarters since.
  • 568 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.