Planning Strategies Inc.’s Cullen/Frost Bankers CFR Stock Holding History

Planning Strategies Inc.’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	$1.7K	Buy	+11	New	+$1.56K	﹤0.01%	632

Other funds holding CFR

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planning Strategies Inc.'s CFR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Cullen/Frost Bankers (CFR) in Q2 2026: 11 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings.

172 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

Planning Strategies Inc. held 11 shares of Cullen/Frost Bankers worth $1.7K as of Q2 2026.
Cullen/Frost Bankers was a new Planning Strategies Inc. position in Q2 2026.
Cullen/Frost Bankers made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #632 holding.
172 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.