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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Third View Private Wealth's CFR Position: Q2 2026 in Review

Third View Private Wealth reduced its Cullen/Frost Bankers (CFR) stake by 28% in Q2 2026, selling an estimated $81.9K and leaving 1,496 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #276.

Third View Private Wealth first reported a position in CFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $284K in Q1 2026. 294 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Third View Private Wealth held 1,496 shares of Cullen/Frost Bankers worth $231K as of Q2 2026.
  • Third View Private Wealth sold 577 Cullen/Frost Bankers shares in Q2 2026, an estimated $81.9K.
  • Cullen/Frost Bankers made up 0.03% of Third View Private Wealth's portfolio in Q2 2026, its #276 holding.
  • Third View Private Wealth first reported a position in Cullen/Frost Bankers in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Cullen/Frost Bankers position peaked at $284K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.