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SFMG Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History

SFMG Wealth 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 		$216K Sell
1,397
-2,000
-59% -$284K 0.01% 299
2026
Q1 		$466K Buy
+3,397
New +$469K 0.03% 195

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 $59.9B AUM 27.01% 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

SFMG Wealth Advisors's CFR Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Cullen/Frost Bankers (CFR) stake by 59% in Q2 2026, selling an estimated $284K and leaving 1,397 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #299.

SFMG Wealth Advisors first reported a position in CFR in Q1 2026 and has held it in 2 quarters since. The position peaked at $466K in Q1 2026. 567 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • SFMG Wealth Advisors held 1,397 shares of Cullen/Frost Bankers worth $216K as of Q2 2026.
  • SFMG Wealth Advisors sold 2,000 Cullen/Frost Bankers shares in Q2 2026, an estimated $284K.
  • Cullen/Frost Bankers made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #299 holding.
  • SFMG Wealth Advisors first reported a position in Cullen/Frost Bankers in Q1 2026 and has held it in 2 quarters since.
  • SFMG Wealth Advisors's Cullen/Frost Bankers position peaked at $466K in Q1 2026.
  • 567 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.