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Wellington-Altus USA’s Cullen/Frost Bankers CFR Stock Holding History

Wellington-Altus USA’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 		$33.2K Hold
242
– – 0.02% 393
2026
Q1 		$37.4K Buy
242
+141
+140% +$19.5K 0.02% 398
2025
Q4 		$12.8K Buy
+101
New +$12.7K 0.01% 560

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 $60.8B AUM 26.63% 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

Wellington-Altus USA's CFR Position: Q2 2026 in Review

Wellington-Altus USA held its Cullen/Frost Bankers (CFR) position steady in Q2 2026 at 242 shares worth $33.2K. The position accounts for 0.02% of the portfolio, ranked #393.

Wellington-Altus USA first reported a position in CFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.4K in Q1 2026. 572 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Wellington-Altus USA held 242 shares of Cullen/Frost Bankers worth $33.2K as of Q2 2026.
  • Wellington-Altus USA left its Cullen/Frost Bankers share count unchanged in Q2 2026.
  • Cullen/Frost Bankers made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #393 holding.
  • Wellington-Altus USA first reported a position in Cullen/Frost Bankers in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Cullen/Frost Bankers position peaked at $37.4K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.