WA
CFR icon

Whipplewood Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Whipplewood 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
-19
Closed -$2.6K – 705
2026
Q1 		$2.6K Buy
+19
New +$2.62K ﹤0.01% 726
2025
Q3 		– Sell
-23
Closed -$2.96K – 451
2025
Q2 		$2.96K Sell
23
-19
-45% -$2.32K ﹤0.01% 803
2025
Q1 		$2.88K Buy
42
+19
+83% +$2.55K ﹤0.01% 815
2024
Q4 		$3.09K Buy
+23
New +$3.02K ﹤0.01% 794

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

Whipplewood Advisors's CFR Position: Q2 2026 in Review

Whipplewood Advisors sold out of Cullen/Frost Bankers (CFR) in Q2 2026, closing a stake of 19 shares — an estimated $2.6K sold.

Whipplewood Advisors first reported a position in CFR in Q4 2024 and held it in 4 quarters. The position peaked at $3.09K in Q4 2024. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • Whipplewood Advisors reported no remaining Cullen/Frost Bankers position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 19 Cullen/Frost Bankers shares in Q2 2026, an estimated $2.6K.
  • Whipplewood Advisors first reported a position in Cullen/Frost Bankers in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Cullen/Frost Bankers position peaked at $3.09K in Q4 2024.
  • 566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.