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Cullen/Frost Bankers shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Cullen/Frost Bankers (CFR) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Cullen/Frost Bankers

Tip: Access up to 7 years of quarterly data

All positions including Cullen/Frost Bankers held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cullen/Frost Bankers by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $988k 7.2k 137.08
2025-09-30 $922k 7.3k 126.77
2025-06-30 $973k 7.6k 128.54
2025-03-31 $947k 7.6k 125.20
2024-12-31 $1.0M 7.7k 134.25

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Top funds holding Cullen/Frost Bankers

BlackRock
Vanguard Group
Reed Conner & Birdwell
State Street Corporation
Vanguard Portfolio Management
Vanguard Capital Management
First Eagle Investment Management
Dimensional Fund Advisors
Geode Capital Management
Luther King Capital Management Corporation
Bank of America Corporation
Btim
Northern Trust
Champlain Investment Partners
Morgan Stanley

View all funds holding Cullen/Frost Bankers