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Summit Trail Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Summit Trail 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
Q1 		$2.19M Buy
16,002
+139
+0.9% +$19.2K 0.03% 463
2025
Q4 		$2.01M Buy
15,863
+1,414
+10% +$177K 0.03% 400
2025
Q3 		$1.83M Buy
14,449
+10,663
+282% +$1.39M 0.03% 500
2025
Q2 		$487K Buy
+3,786
New +$463K 0.01% 743
2018
Q1 		– Sell
-26
Closed -$3K – 646
2017
Q4 		$3K Buy
+26
New +$2.5K ﹤0.01% 1533

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

Summit Trail Advisors's CFR Position: Q1 2026 in Review

Summit Trail Advisors increased its Cullen/Frost Bankers (CFR) stake by 0.88% in Q1 2026, buying an estimated $19.2K and bringing the position to 16,002 shares worth $2.19M. The position accounts for 0.03% of the portfolio, ranked #463.

Summit Trail Advisors first reported a position in CFR in Q4 2017 and has held it in 5 quarters since. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

  • Summit Trail Advisors held 16,002 shares of Cullen/Frost Bankers worth $2.19M as of Q1 2026.
  • Summit Trail Advisors bought 139 Cullen/Frost Bankers shares in Q1 2026, an estimated $19.2K.
  • Cullen/Frost Bankers made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #463 holding.
  • Summit Trail Advisors first reported a position in Cullen/Frost Bankers in Q4 2017 and has held it in 5 quarters since.
  • 537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.