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

Spire 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
Q2 		$83.9K Hold
543
– – ﹤0.01% 1023
2026
Q1 		$74.4K Hold
543
– – ﹤0.01% 1063
2025
Q4 		$68.8K Hold
543
– – ﹤0.01% 1089
2025
Q3 		$68.8K Hold
543
– – ﹤0.01% 1130
2025
Q2 		$69.8K Hold
543
– – ﹤0.01% 1098
2025
Q1 		$68K Hold
543
– – ﹤0.01% 1180
2024
Q4 		$72.9K Hold
543
– – ﹤0.01% 1149
2024
Q3 		$60.7K Hold
543
– – ﹤0.01% 1071
2024
Q2 		$55.2K Sell
543
-6
-1% -$628 ﹤0.01% 1081
2024
Q1 		$61.8K Buy
549
+6
+1% +$641 ﹤0.01% 1144
2023
Q4 		$57.3K Hold
543
– – ﹤0.01% 1161
2023
Q3 		$49.5K Sell
543
-1
-0.2% -$101 ﹤0.01% 1172
2023
Q2 		$58.5K Buy
544
+1
+0.2% +$104 ﹤0.01% 1138
2023
Q1 		$57.2K Sell
543
-4
-0.7% -$498 ﹤0.01% 1146
2022
Q4 		$73K Buy
547
+4
+0.7% +$569 ﹤0.01% 848
2022
Q3 		$72K Sell
543
-4
-0.7% -$524 ﹤0.01% 815
2022
Q2 		$64K Buy
547
+4
+0.7% +$511 ﹤0.01% 1193
2022
Q1 		$75K Sell
543
-12
-2% -$1.67K ﹤0.01% 1284
2021
Q4 		$70K Buy
555
+12
+2% +$1.54K ﹤0.01% 1559
2021
Q3 		$64K Sell
543
-200
-27% -$22.3K ﹤0.01% 1371
2021
Q2 		$83K Sell
743
-12
-2% -$1.4K ﹤0.01% 1259
2021
Q1 		$82K Buy
+755
New +$77.8K ﹤0.01% 1479

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

Spire Wealth Management's CFR Position: Q2 2026 in Review

Spire Wealth Management held its Cullen/Frost Bankers (CFR) position steady in Q2 2026 at 543 shares worth $83.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Spire Wealth Management first reported a position in CFR in Q1 2021 and has held it in 22 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Spire Wealth Management held 543 shares of Cullen/Frost Bankers worth $83.9K as of Q2 2026.
  • Spire Wealth Management left its Cullen/Frost Bankers share count unchanged in Q2 2026.
  • Cullen/Frost Bankers made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1023 holding.
  • Spire Wealth Management first reported a position in Cullen/Frost Bankers in Q1 2021 and has held it in 22 quarters since.
  • 566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.