True Wealth Design’s Cullen/Frost Bankers CFR Stock Holding History

True Wealth Design’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	$35.2K	Buy	228 +17	+8%	+$2.41K	0.01%	617
2026 Q1	$28.9K	Hold	211	–	–	0.01%	571
2025 Q4	$26.7K	Sell	211 -7	-3%	-$878	0.01%	511
2025 Q3	$27.6K	Hold	218	–	–	0.01%	490
2025 Q2	$28K	Hold	218	–	–	0.01%	312
2025 Q1	$27.3K	Buy	218 +13	+6%	+$1.75K	0.01%	289
2024 Q4	$27.5K	Hold	205	–	–	0.01%	276
2024 Q3	$22.9K	Buy	+205	New	+$22.4K	0.01%	308
2023 Q2	–	Sell	-8	Closed	-$843	–	803
2023 Q1	$843	Buy	+8	New	+$996	﹤0.01%	430

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 $59.9B AUM 27.01% 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

True Wealth Design's CFR Position: Q2 2026 in Review

True Wealth Design increased its Cullen/Frost Bankers (CFR) stake by 8.1% in Q2 2026, buying an estimated $2.41K and bringing the position to 228 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #617.

True Wealth Design first reported a position in CFR in Q1 2023 and has held it in 9 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

True Wealth Design held 228 shares of Cullen/Frost Bankers worth $35.2K as of Q2 2026.
True Wealth Design bought 17 Cullen/Frost Bankers shares in Q2 2026, an estimated $2.41K.
Cullen/Frost Bankers made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #617 holding.
True Wealth Design first reported a position in Cullen/Frost Bankers in Q1 2023 and has held it in 9 quarters since.
566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.