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Twin Peaks Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Twin Peaks Wealth 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
Q1 		$2.06K Buy
+15
New +$2.07K ﹤0.01% 1701
2025
Q3 		– Sell
-5
Closed -$624 – 506
2025
Q2 		$624 Buy
+5
New +$611 ﹤0.01% 1868

Other funds holding CFR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Twin Peaks Wealth Advisors's CFR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Cullen/Frost Bankers (CFR) in Q1 2026: 15 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #1701 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CFR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CFR in Q2 2025 and has held it in 2 quarters since. 537 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 15 shares of Cullen/Frost Bankers worth $2.06K as of Q1 2026.
  • Cullen/Frost Bankers was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Cullen/Frost Bankers made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1701 holding.
  • Twin Peaks Wealth Advisors first reported a position in Cullen/Frost Bankers in Q2 2025 and has held it in 2 quarters since.
  • 537 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.