Wealthspire Advisors (New York)’s Cullen/Frost Bankers CFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$232K Buy
+1,501
New +$213K ﹤0.01% 1109
2025
Q4
Sell
-132
Closed -$16.7K 1349
2025
Q3
$16.7K Buy
+132
New +$17.2K ﹤0.01% 1761

Other funds holding CFR

Wealthspire Advisors (New York)'s CFR Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Cullen/Frost Bankers (CFR) in Q2 2026: 1,501 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1109 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in CFR as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in CFR in Q3 2025 and has held it in 2 quarters since. 352 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Wealthspire Advisors (New York) held 1,501 shares of Cullen/Frost Bankers worth $232K as of Q2 2026.
  • Cullen/Frost Bankers was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Cullen/Frost Bankers made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1109 holding.
  • Wealthspire Advisors (New York) first reported a position in Cullen/Frost Bankers in Q3 2025 and has held it in 2 quarters since.
  • 352 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.