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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Cullen/Frost Bankers CFR Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, 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 		$5.87K Buy
38
+9
+31% +$1.28K ﹤0.01% 1749
2026
Q1 		$3.98K Hold
29
– – ﹤0.01% 1923
2025
Q4 		$3.67K Sell
29
-300
-91% -$37.6K ﹤0.01% 2000
2025
Q3 		$41.7K Buy
329
+317
+2,642% +$41.2K 0.01% 993
2025
Q2 		$1.54K Hold
12
– – ﹤0.01% 2072
2025
Q1 		$1.5K Buy
+12
New +$1.61K ﹤0.01% 2048

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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s CFR Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Cullen/Frost Bankers (CFR) stake by 31% in Q2 2026, buying an estimated $1.28K and bringing the position to 38 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in CFR in Q1 2025 and has held it in 6 quarters since. The position peaked at $41.7K in Q3 2025. 574 funds tracked by Wall St. Rank hold CFR as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 38 shares of Cullen/Frost Bankers worth $5.87K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 9 Cullen/Frost Bankers shares in Q2 2026, an estimated $1.28K.
  • Cullen/Frost Bankers made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1749 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Cullen/Frost Bankers in Q1 2025 and has held it in 6 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Cullen/Frost Bankers position peaked at $41.7K in Q3 2025.
  • 574 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.