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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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 $23.1B AUM 21.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steward Partners Investment Advisory's CFR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Cullen/Frost Bankers (CFR) stake by 2.7% in Q1 2026, buying an estimated $2.35K and bringing the position to 653 shares worth $89.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

Steward Partners Investment Advisory first reported a position in CFR in Q3 2018 and has held it in 23 quarters since. The position peaked at $432K in Q4 2023. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

  • Steward Partners Investment Advisory held 653 shares of Cullen/Frost Bankers worth $89.5K as of Q1 2026.
  • Steward Partners Investment Advisory bought 17 Cullen/Frost Bankers shares in Q1 2026, an estimated $2.35K.
  • Cullen/Frost Bankers made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2438 holding.
  • Steward Partners Investment Advisory first reported a position in Cullen/Frost Bankers in Q3 2018 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's Cullen/Frost Bankers position peaked at $432K in Q4 2023.
  • 537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.