Root Financial Partners
CFR icon

Root Financial Partners’s Cullen/Frost Bankers CFR Stock Holding History

Root Financial Partners’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
Q3 		$88.5K Buy
+580
New +$93.8K ﹤0.01% 793
2026
Q2 		– Sell
-435
Closed -$59.6K – 908
2026
Q1 		$59.6K Buy
435
+206
+90% +$28.4K ﹤0.01% 796
2025
Q4 		$29K Buy
229
+26
+13% +$3.26K ﹤0.01% 966
2025
Q3 		$25.7K Buy
+203
New +$26.4K ﹤0.01% 989

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Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Root Financial Partners's CFR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Cullen/Frost Bankers (CFR) in Q3 2026: 580 shares worth $88.5K. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CFR as recently as Q1 2026.

Root Financial Partners first reported a position in CFR in Q3 2025 and has held it in 4 quarters since. 278 funds tracked by Wall St. Rank hold CFR as of Q3 2026.

  • Root Financial Partners held 580 shares of Cullen/Frost Bankers worth $88.5K as of Q3 2026.
  • Cullen/Frost Bankers was a new Root Financial Partners position in Q3 2026.
  • Cullen/Frost Bankers made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #793 holding.
  • Root Financial Partners first reported a position in Cullen/Frost Bankers in Q3 2025 and has held it in 4 quarters since.
  • 278 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.