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WealthPlan Investment Management’s Cullen/Frost Bankers CFR Stock Holding History

WealthPlan Investment Management’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 		$3.32M Sell
21,502
-3,962
-16% -$563K 0.17% 117
2026
Q1 		$3.49M Sell
25,464
-14,678
-37% -$2.03M 0.19% 112
2025
Q4 		$5.08M Sell
40,142
-21,847
-35% -$2.74M 0.32% 85
2025
Q3 		$7.86M Sell
61,989
-1,082
-2% -$141K 0.52% 70
2025
Q2 		$8.11M Buy
63,071
+7,911
+14% +$967K 0.59% 62
2025
Q1 		$6.91M Sell
55,160
-1,329
-2% -$179K 0.68% 58
2024
Q4 		$7.58M Buy
56,489
+1,762
+3% +$231K 0.75% 48
2024
Q3 		$6.12M Sell
54,727
-2,309
-4% -$252K 0.62% 62
2024
Q2 		$5.8M Sell
57,036
-1,483
-3% -$155K 0.88% 47
2024
Q1 		$6.59M Buy
58,519
+4,341
+8% +$464K 1.01% 42
2023
Q4 		$5.88M Sell
54,178
-22,875
-30% -$2.22M 0.94% 46
2023
Q3 		$7.03M Buy
77,053
+39,892
+107% +$4.05M 1.24% 33
2023
Q2 		$4M Sell
37,161
-33,872
-48% -$3.54M 1.19% 37
2023
Q1 		$7.48M Sell
71,033
-43,371
-38% -$5.4M 1.29% 32
2022
Q4 		$15.1M Buy
114,404
+29,455
+35% +$4.19M 1.05% 33
2022
Q3 		$11.7M Buy
+84,949
New +$11.1M 0.85% 44
2022
Q1 		$11.3M Buy
+85,272
New +$11.9M 0.78% 48

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

WealthPlan Investment Management's CFR Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Cullen/Frost Bankers (CFR) stake by 16% in Q2 2026, selling an estimated $563K and leaving 21,502 shares worth $3.32M. The position accounts for 0.17% of the portfolio, ranked #117.

WealthPlan Investment Management first reported a position in CFR in Q1 2022 and has held it in 17 quarters since. The position peaked at $15.1M in Q4 2022. 565 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • WealthPlan Investment Management held 21,502 shares of Cullen/Frost Bankers worth $3.32M as of Q2 2026.
  • WealthPlan Investment Management sold 3,962 Cullen/Frost Bankers shares in Q2 2026, an estimated $563K.
  • Cullen/Frost Bankers made up 0.17% of WealthPlan Investment Management's portfolio in Q2 2026, its #117 holding.
  • WealthPlan Investment Management first reported a position in Cullen/Frost Bankers in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Cullen/Frost Bankers position peaked at $15.1M in Q4 2022.
  • 565 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.