TD Private Client Wealth’s Cullen/Frost Bankers CFR Stock Holding History

TD Private Client Wealth’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 Q3	$153	Buy	+1	New	+$162	﹤0.01%	1728
2022 Q4	–	Sell	-19	Closed	-$2.51K	–	1220
2022 Q3	$2.51K	Hold	19	–	–	﹤0.01%	1099
2022 Q2	$2.21K	Hold	19	–	–	﹤0.01%	1126
2022 Q1	$2.63K	Hold	19	–	–	﹤0.01%	1142
2021 Q4	$2.4K	Sell	19 -22	-54%	-$2.83K	﹤0.01%	1002
2021 Q3	$4.86K	Hold	41	–	–	﹤0.01%	955
2021 Q2	$4.59K	Buy	41 +19	+86%	+$2.22K	﹤0.01%	966
2021 Q1	$2.39K	Hold	22	–	–	﹤0.01%	989
2020 Q4	$1.92K	Hold	22	–	–	﹤0.01%	963
2020 Q3	$1.41K	Hold	22	–	–	﹤0.01%	938
2020 Q2	$1.64K	Buy	+22	New	+$1.53K	﹤0.01%	926
2020 Q1	–	Sell	-49	Closed	-$4.79K	–	1083
2019 Q4	$4.79K	Buy	+49	New	+$4.55K	﹤0.01%	820

Other funds holding CFR

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

TD Private Client Wealth's CFR Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in Cullen/Frost Bankers (CFR) in Q3 2026: 1 share worth $153. The stake represents ﹤0.01% of the portfolio and ranks #1728 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in CFR as recently as Q3 2022.

TD Private Client Wealth first reported a position in CFR in Q4 2019 and has held it in 12 quarters since. The position peaked at $4.86K in Q3 2021. 278 funds tracked by Wall St. Rank hold CFR as of Q3 2026.

TD Private Client Wealth held 1 share of Cullen/Frost Bankers worth $153 as of Q3 2026.
Cullen/Frost Bankers was a new TD Private Client Wealth position in Q3 2026.
Cullen/Frost Bankers made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1728 holding.
TD Private Client Wealth first reported a position in Cullen/Frost Bankers in Q4 2019 and has held it in 12 quarters since.
TD Private Client Wealth's Cullen/Frost Bankers position peaked at $4.86K in Q3 2021.
278 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.