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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
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

Other funds holding CFR

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Root Financial Partners's CFR Position: Q2 2026 in Review

Root Financial Partners sold out of Cullen/Frost Bankers (CFR) in Q2 2026, closing a stake of 435 shares — an estimated $59.6K sold.

Root Financial Partners first reported a position in CFR in Q3 2025 and held it in 3 quarters. The position peaked at $59.6K in Q1 2026. 172 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Root Financial Partners reported no remaining Cullen/Frost Bankers position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 435 Cullen/Frost Bankers shares in Q2 2026, an estimated $59.6K.
  • Root Financial Partners first reported a position in Cullen/Frost Bankers in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cullen/Frost Bankers position peaked at $59.6K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.