Wealth Enhancement Advisory Services’s Cullen/Frost Bankers CFR Stock Holding History

Wealth Enhancement Advisory Services’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	$2.74M	Buy	17,496 +2,532	+17%	+$360K	﹤0.01%	1376
2026 Q1	$2.07M	Buy	14,964 +2,641	+21%	+$365K	﹤0.01%	1378
2025 Q4	$1.66M	Buy	12,323 +1,520	+14%	+$191K	﹤0.01%	1617
2025 Q3	$1.38M	Buy	10,803 +196	+2%	+$25.5K	﹤0.01%	1662
2025 Q2	$1.44M	Buy	10,607 +140	+1%	+$17.1K	﹤0.01%	1525
2025 Q1	$1.31M	Sell	10,467 -4,377	-29%	-$588K	﹤0.01%	1467
2024 Q4	$1.99M	Buy	14,844 +9,977	+205%	+$1.31M	﹤0.01%	1197
2024 Q3	$544K	Buy	4,867 +2,534	+109%	+$277K	﹤0.01%	1773
2024 Q2	$237K	Buy	2,333 +137	+6%	+$14.3K	﹤0.01%	2160
2024 Q1	$247K	Buy	+2,196	New	+$235K	﹤0.01%	2042

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

Wealth Enhancement Advisory Services's CFR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Cullen/Frost Bankers (CFR) stake by 17% in Q2 2026, buying an estimated $360K and bringing the position to 17,496 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Wealth Enhancement Advisory Services first reported a position in CFR in Q1 2024 and has held it in 10 quarters since. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Wealth Enhancement Advisory Services held 17,496 shares of Cullen/Frost Bankers worth $2.74M as of Q2 2026.
Wealth Enhancement Advisory Services bought 2,532 Cullen/Frost Bankers shares in Q2 2026, an estimated $360K.
Cullen/Frost Bankers made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1376 holding.
Wealth Enhancement Advisory Services first reported a position in Cullen/Frost Bankers in Q1 2024 and has held it in 10 quarters since.
566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.