Cullen/Frost Bankers, Inc.· CFR

🇺🇸 US · MidSP400NYSE

Financial Services Banks - Regional Website

Price: $159.80
Day: +0.10%
Mkt Cap: $9.93B
52W Range: $119.00 – $170.80
Volume: 1.38M
Beta: 0.51

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.4 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 574 institutions hold; 254 added, 207 reduced

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Cullen/Frost Bankers, Inc.

CFR|Financial Services|Banks - Regional

Current price: $160

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

0.1x

vs own 6-quarter average

Seller breadth · Q2 2026

1 seller

vs 1.4 avg per quarter

Institutional net breadth · Q2 2026

+74

336 adding vs 262 reducing

Institutional ownership · Q2 2026

91.8%

574 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

7.3M

+4.9%

ARISTOTLE CAPITAL MANAGEMENT, LLC

4.5M

-5.1%

STATE STREET CORP

3.2M

+5.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.2M

+0.6%

FIRST EAGLE INVESTMENT MANAGEMENT, LLC

2.8M

+24.2%

FIRST EAGLE INVESTMENT MANAGEMENT, LLC

2.8M

+22.6%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

152

50 buying152 unchanged86 selling

286 funds held CFR in Q2 2026, holding 28.7M shares between them, up 5.7% on the quarter.

Largest fund holders

SPDR SERIES TRUST1.6M sh

MADISON FUNDS189.0K sh

FORUM FUNDS41.8K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Nov 20

GREEN PHILLIP D

$2.8M

Sale · Nov 19

GREEN PHILLIP D

$2.0M

Sale · Jan 31

Bracher Paul

$1.6M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore CFR on stockoscope.com→

Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

CFR Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+10

Institutional Flow

50% weight

+36

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for CFR

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q2 2026

1 sale totaling $124.1K (837 shares)

Share volume is well below the historical pace (0.1x average), insiders are holding more

Buying seen in 3 of 15 quarters

0.1x

Selling pace

vs own 6-qtr average

Light

0.09%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 1.2 avg per quarter

Q2 2025

Last insider purchase

buying in 3 of 16 quarters

Notable Recent Transactions, CFR

Top 8 highest-value insider trades from the last 8 quarters

GREEN PHILLIP D

CEO

Sell

20,147 shares at $137.29

≈17.6% of their stake at the time

Nov 20, 2024$2.77M

GREEN PHILLIP D

CEO

Sell

14,358 shares at $137.96

≈13.2% of their stake at the time

Nov 19, 2024$1.98M

Bracher Paul

President of Cfr

Sell

11,500 shares at $139.45

≈10.0% of their stake at the time

Jan 31, 2025$1.60M

Kasanoff Howard L.

Gevp Chief Credit Officer

Sell

4,000 shares at $138.34

≈58.1% of their stake at the time

Nov 8, 2024$553.36K

Berman Bobby

Gevp Research & Strategy

Sell

3,506 shares at $126.31

≈11.6% of their stake at the time

Nov 1, 2024$442.84K

Berman Bobby

Gevp Research & Strategy

Sell

1,000 shares at $137.07

≈3.4% of their stake at the time

Jan 30, 2026$137.07K

Severyn Carol Jean

Gevp and Chief Risk Officer

Sell

837 shares at $148.29

≈6.2% of their stake at the time

Jun 12, 2026$124.12K

Rhodes Coolidge E JR

Group EVP General Counsel/sec

Sell

700 shares at $127.00

≈15.6% of their stake at the time

Dec 9, 2025$88.90K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for CFR

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

91.8% institutional ownership

Slight accumulation: 336 adding vs 262 reducing

13F shares increased by 4.6%, a notable change

Momentum weakening from prior quarter

+74

Net breadth

336 adding vs 262 reducing

Accumulating

1.28

Add / reduce ratio

in Q2 2026

+27

New − closed

82 initiated, 55 exited

9 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+336 growing-262 shrinkingNet: +74

254

207

New (82)

Increased (254)

Reduced (207)

Closed (55)

Top Institutional Holders, CFR

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

7.3M

$1.1B

Ownership

11.68%

+4.9%

ARISTOTLE CAPITAL MANAGEMENT, LLC

4.5M

$690.0M

Ownership

7.11%

-5.1%

STATE STREET CORP

3.2M

$497.3M

Ownership

5.13%

+5.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.2M

$494.7M

Ownership

5.10%

+0.6%

FIRST EAGLE INVESTMENT MANAGEMENT, LLC

2.8M

$429.2M

Ownership

4.42%

+24.2%

FIRST EAGLE INVESTMENT MANAGEMENT, LLC

2.8M

$429.2M

Ownership

4.37%

+22.6%

VANGUARD CAPITAL MANAGEMENT LLC

2.7M

$419.6M

Ownership

4.33%

+1.5%

BAILLIE GIFFORD & CO

2.2M

$345.1M

Ownership

3.56%

+100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 288 ETFs and mutual funds reporting

50 buying86 sellingNet: -36

152

Buying (50)

Unchanged (152)

Selling (86)

In total, funds bought 2.7M shares and sold 1.0M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

288 ETFs and mutual funds reporting

86 funds selling vs 50 buying

Top Fund Holders, CFR

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

1.6M

Weight

7.75%

Jul 31, 2026No change

MADISON FUNDS

189.0K

Weight

3.90%

Jul 31, 2026Increased

FORUM FUNDS

41.8K

Weight

—

Jul 31, 2026No change

Segall Bryant & Hamill Trust

12.7K

Weight

0.09%

Jun 30, 2026Increased

SEI INSTITUTIONAL MANAGED TRUST

11.6K

Weight

0.01%

Jun 30, 2026Decreased

NATIONWIDE MUTUAL FUNDS

8.4K

Weight

0.00%

Jul 31, 2026Decreased

GOLDMAN SACHS VARIABLE INSURANCE TRUST

8.1K

Weight

0.03%

Jun 30, 2026No change

Northern Lights Fund Trust

4.2K

Weight

0.01%

Jul 31, 2026No change

Cullen/Frost Bankers, Inc.· CFR

Holdings Analysis

Insider Trading Activity

1.3Transaction History54Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings144Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History54Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings144Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights