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SHP Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

SHP Wealth Management’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 		$797 Buy
6
+3
+100% +$414 ﹤0.01% 1517
2025
Q4 		$354 Buy
+3
New +$376 ﹤0.01% 1401

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 $47.8B AUM 13.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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 $24.4B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SHP Wealth Management's CFR Position: Q1 2026 in Review

SHP Wealth Management increased its Cullen/Frost Bankers (CFR) stake by 100% in Q1 2026, buying an estimated $414 and bringing the position to 6 shares worth $797. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

SHP Wealth Management first reported a position in CFR in Q4 2025 and has held it in 2 quarters since. 538 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

  • SHP Wealth Management held 6 shares of Cullen/Frost Bankers worth $797 as of Q1 2026.
  • SHP Wealth Management bought 3 Cullen/Frost Bankers shares in Q1 2026, an estimated $414.
  • Cullen/Frost Bankers made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1517 holding.
  • SHP Wealth Management first reported a position in Cullen/Frost Bankers in Q4 2025 and has held it in 2 quarters since.
  • 538 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.