UCFA
CFR icon

United Capital Financial Advisors’s Cullen/Frost Bankers CFR Stock Holding History

United Capital Financial 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
Q2 		– Sell
-3,185
Closed -$437K – 1648
2026
Q1 		$437K Buy
+3,185
New +$440K ﹤0.01% 1131

Other funds holding CFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

United Capital Financial Advisors's CFR Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Cullen/Frost Bankers (CFR) in Q2 2026, closing a stake of 3,185 shares — an estimated $437K sold.

United Capital Financial Advisors first reported a position in CFR in Q1 2026 and held it in 1 quarter. The position peaked at $437K in Q1 2026. 567 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Cullen/Frost Bankers position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,185 Cullen/Frost Bankers shares in Q2 2026, an estimated $437K.
  • United Capital Financial Advisors first reported a position in Cullen/Frost Bankers in Q1 2026 and held it in 1 quarter.
  • United Capital Financial Advisors's Cullen/Frost Bankers position peaked at $437K in Q1 2026.
  • 567 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.