Third View Private Wealth
CFR icon

Third View Private Wealth’s Cullen/Frost Bankers CFR Stock Holding History

Third View Private 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 		– Sell
-1,496
Closed -$231K – 282
2026
Q2 		$231K Sell
1,496
-577
-28% -$81.9K 0.03% 276
2026
Q1 		$284K Sell
2,073
-109
-5% -$15.1K 0.04% 236
2025
Q4 		$276K Buy
+2,182
New +$274K 0.04% 240

Other funds holding CFR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Third View Private Wealth's CFR Position: Q3 2026 in Review

Third View Private Wealth sold out of Cullen/Frost Bankers (CFR) in Q3 2026, closing a stake of 1,496 shares — an estimated $231K sold.

Third View Private Wealth first reported a position in CFR in Q4 2025 and held it in 3 quarters. The position peaked at $284K in Q1 2026. 278 funds tracked by Wall St. Rank hold CFR as of Q3 2026.

  • Third View Private Wealth reported no remaining Cullen/Frost Bankers position as of Q3 2026 after selling out during the quarter.
  • Third View Private Wealth sold 1,496 Cullen/Frost Bankers shares in Q3 2026, an estimated $231K.
  • Third View Private Wealth first reported a position in Cullen/Frost Bankers in Q4 2025 and held it in 3 quarters.
  • Third View Private Wealth's Cullen/Frost Bankers position peaked at $284K in Q1 2026.
  • 278 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.