Tanglewood Legacy Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Tanglewood Legacy 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	$521K	Hold	3,802	–	–	0.19%	70
2025 Q4	$481K	Hold	3,802	–	–	0.18%	72
2025 Q3	$482K	Hold	3,802	–	–	0.19%	69
2025 Q2	$489K	Hold	3,802	–	–	0.2%	64
2025 Q1	$476K	Hold	3,802	–	–	0.21%	63
2024 Q4	$510K	Hold	3,802	–	–	0.22%	60
2024 Q3	$425K	Hold	3,802	–	–	0.19%	62
2024 Q2	$386K	Hold	3,802	–	–	0.18%	62
2024 Q1	$428K	Hold	3,802	–	–	0.21%	59
2023 Q4	$412K	Hold	3,802	–	–	0.23%	59
2023 Q3	$347K	Hold	3,802	–	–	0.21%	60
2023 Q2	$409K	Buy	3,802 +884	+30%	+$92.3K	0.24%	56
2023 Q1	$307K	Hold	2,918	–	–	0.2%	57
2022 Q4	$390K	Buy	+2,918	New	+$415K	0.28%	40

Other funds holding CFR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tanglewood Legacy Advisors's CFR Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Cullen/Frost Bankers (CFR) position steady in Q1 2026 at 3,802 shares worth $521K. The position accounts for 0.19% of the portfolio, ranked #70.

Tanglewood Legacy Advisors first reported a position in CFR in Q4 2022 and has held it in 14 quarters since. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

Tanglewood Legacy Advisors held 3,802 shares of Cullen/Frost Bankers worth $521K as of Q1 2026.
Tanglewood Legacy Advisors left its Cullen/Frost Bankers share count unchanged in Q1 2026.
Cullen/Frost Bankers made up 0.19% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #70 holding.
Tanglewood Legacy Advisors first reported a position in Cullen/Frost Bankers in Q4 2022 and has held it in 14 quarters since.
537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.