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BOLTON SECURITIES CORPORATION’s Cullen/Frost Bankers CFR Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$227K Sell
1,486
-110
-7% -$17.8K 0.01% 851
2026
Q2 		$247K Buy
1,596
+18
+1% +$2.56K 0.01% 836
2026
Q1 		$216K Buy
+1,578
New +$218K 0.01% 787
2025
Q3 		$231K Buy
+1,823
New +$237K 0.01% 710
2025
Q1 		$236K Buy
+1,888
New +$254K 0.01% 653

Other funds holding CFR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CFR Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Cullen/Frost Bankers (CFR) stake by 6.9% in Q3 2026, selling an estimated $17.8K and leaving 1,486 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #851.

BOLTON SECURITIES CORPORATION first reported a position in CFR in Q1 2025 and has held it in 5 quarters since. The position peaked at $247K in Q2 2026. 391 funds tracked by Wall St. Rank hold CFR as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,486 shares of Cullen/Frost Bankers worth $227K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 110 Cullen/Frost Bankers shares in Q3 2026, an estimated $17.8K.
  • Cullen/Frost Bankers made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #851 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Cullen/Frost Bankers in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Cullen/Frost Bankers position peaked at $247K in Q2 2026.
  • 391 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.