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Symphony Financial’s Cullen/Frost Bankers CFR Stock Holding History

Symphony Financial’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 		$539K Buy
3,482
+75
+2% +$10.7K 0.06% 189
2026
Q1 		$468K Buy
3,407
+120
+4% +$16.6K 0.06% 178
2025
Q4 		$422K Sell
3,287
-166
-5% -$20.8K 0.06% 185
2025
Q3 		$433K Sell
3,453
-241
-7% -$31.3K 0.05% 176
2025
Q2 		$464K Buy
+3,694
New +$452K 0.06% 160
2025
Q1 		– Sell
-3,436
Closed -$490K – 120
2024
Q4 		$490K Buy
3,436
+1
+0% +$131 0.08% 138
2024
Q3 		$382K Hold
3,435
– – 0.06% 157
2024
Q2 		$341K Buy
3,435
+1
+0% +$105 0.06% 155
2024
Q1 		$387K Buy
3,434
+1
+0% +$107 0.09% 133
2023
Q4 		$353K Buy
3,433
+1
+0% +$97 0.08% 157
2023
Q3 		$307K Hold
3,432
– – 0.08% 129
2023
Q2 		$371K Buy
+3,432
New +$358K 0.09% 138
2023
Q1 		– Sell
-6,413
Closed -$840K – 203
2022
Q4 		$840K Buy
6,413
+20
+0.3% +$2.84K 0.22% 85
2022
Q3 		$855K Buy
6,393
+1
+0% +$131 0.28% 82
2022
Q2 		$752K Hold
6,392
– – 0.22% 91
2022
Q1 		$890K Sell
6,392
-86
-1% -$12K 0.21% 92
2021
Q4 		$835K Hold
6,478
– – 0.23% 79
2021
Q3 		$784K Buy
6,478
+1
+0% +$112 0.27% 64
2021
Q2 		$723K Hold
6,477
– – 0.25% 69
2021
Q1 		$707K Buy
6,477
+1
+0% +$103 0.19% 82
2020
Q4 		$567K Hold
6,476
– – 0.2% 84
2020
Q3 		$414K Buy
6,476
+1
+0% +$70 0.17% 89
2020
Q2 		$484K Sell
6,475
-4,959
-43% -$345K 0.23% 80
2020
Q1 		$644K Buy
+11,434
New +$932K 0.44% 43

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

Symphony Financial's CFR Position: Q2 2026 in Review

Symphony Financial increased its Cullen/Frost Bankers (CFR) stake by 2.2% in Q2 2026, buying an estimated $10.7K and bringing the position to 3,482 shares worth $539K. The position accounts for 0.06% of the portfolio, ranked #189.

Symphony Financial first reported a position in CFR in Q1 2020 and has held it in 24 quarters since. The position peaked at $890K in Q1 2022. 567 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Symphony Financial held 3,482 shares of Cullen/Frost Bankers worth $539K as of Q2 2026.
  • Symphony Financial bought 75 Cullen/Frost Bankers shares in Q2 2026, an estimated $10.7K.
  • Cullen/Frost Bankers made up 0.06% of Symphony Financial's portfolio in Q2 2026, its #189 holding.
  • Symphony Financial first reported a position in Cullen/Frost Bankers in Q1 2020 and has held it in 24 quarters since.
  • Symphony Financial's Cullen/Frost Bankers position peaked at $890K in Q1 2022.
  • 567 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.