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Steward Partners Investment Advisory’s Cullen/Frost Bankers CFR Stock Holding History

Steward Partners Investment Advisory’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 		$79.6K Sell
515
-138
-21% -$19.6K ﹤0.01% 2714
2026
Q1 		$89.5K Buy
653
+17
+3% +$2.35K ﹤0.01% 2438
2025
Q4 		$80.5K Buy
636
+12
+2% +$1.5K ﹤0.01% 2414
2025
Q3 		$79.1K Sell
624
-7
-1% -$910 ﹤0.01% 2367
2025
Q2 		$81.1K Sell
631
-20
-3% -$2.44K ﹤0.01% 2230
2025
Q1 		$81.5K Sell
651
-492
-43% -$66.1K ﹤0.01% 2133
2024
Q4 		$153K Buy
1,143
+21
+2% +$2.76K ﹤0.01% 1761
2024
Q3 		$126K Sell
1,122
-1,000
-47% -$109K ﹤0.01% 1766
2024
Q2 		$216K Sell
2,122
-304
-13% -$31.8K ﹤0.01% 1410
2024
Q1 		$273K Sell
2,426
-1,560
-39% -$167K ﹤0.01% 1303
2023
Q4 		$432K Buy
3,986
+3,000
+304% +$291K 0.01% 1055
2023
Q3 		$89.9K Sell
986
-75
-7% -$7.61K ﹤0.01% 1632
2023
Q2 		$114K Buy
1,061
+592
+126% +$61.8K ﹤0.01% 1524
2023
Q1 		$49.4K Buy
469
+103
+28% +$12.8K ﹤0.01% 1870
2022
Q4 		$48.9K Buy
366
+77
+27% +$10.9K ﹤0.01% 1847
2022
Q3 		$38K Buy
+289
New +$37.9K ﹤0.01% 1919
2022
Q2 		– Sell
-34
Closed -$5K – 3255
2022
Q1 		$5K Hold
34
– – ﹤0.01% 2870
2021
Q4 		$4K Buy
34
+1
+3% +$129 ﹤0.01% 2870
2021
Q3 		$4K Hold
33
– – ﹤0.01% 2848
2021
Q2 		$4K Buy
+33
New +$3.85K ﹤0.01% 6675
2020
Q1 		– Sell
-53
Closed -$5K – 2509
2019
Q4 		$5K Sell
53
-86
-62% -$7.99K ﹤0.01% 2224
2019
Q3 		$12K Hold
139
– – ﹤0.01% 1900
2019
Q2 		$13K Buy
+139
New +$13.6K ﹤0.01% 1864
2018
Q4 		– Sell
-139
Closed -$15K – 971
2018
Q3 		$15K Buy
+139
New +$15.4K ﹤0.01% 1683

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 $3.38T AUM 44.17% 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 $60.8B AUM 26.63% 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

Steward Partners Investment Advisory's CFR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Cullen/Frost Bankers (CFR) stake by 21% in Q2 2026, selling an estimated $19.6K and leaving 515 shares worth $79.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

Steward Partners Investment Advisory first reported a position in CFR in Q3 2018 and has held it in 24 quarters since. The position peaked at $432K in Q4 2023. 572 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Steward Partners Investment Advisory held 515 shares of Cullen/Frost Bankers worth $79.6K as of Q2 2026.
  • Steward Partners Investment Advisory sold 138 Cullen/Frost Bankers shares in Q2 2026, an estimated $19.6K.
  • Cullen/Frost Bankers made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2714 holding.
  • Steward Partners Investment Advisory first reported a position in Cullen/Frost Bankers in Q3 2018 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's Cullen/Frost Bankers position peaked at $432K in Q4 2023.
  • 572 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.