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 Q2	$587K	Hold	3,802	–	–	0.19%	69
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 $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Tanglewood Legacy Advisors's CFR Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Cullen/Frost Bankers (CFR) position steady in Q2 2026 at 3,802 shares worth $587K. The position accounts for 0.19% of the portfolio, ranked #69.

Tanglewood Legacy Advisors first reported a position in CFR in Q4 2022 and has held it in 15 quarters since. 572 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Tanglewood Legacy Advisors held 3,802 shares of Cullen/Frost Bankers worth $587K as of Q2 2026.
Tanglewood Legacy Advisors left its Cullen/Frost Bankers share count unchanged in Q2 2026.
Cullen/Frost Bankers made up 0.19% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #69 holding.
Tanglewood Legacy Advisors first reported a position in Cullen/Frost Bankers in Q4 2022 and has held it in 15 quarters since.
572 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.