First Eagle Investment's CFR Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 2.78 M shares of Cullen/Frost Bankers, Inc. (CFR) worth $429.2 M, representing 0.72% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, First Eagle Investment has maintained a long-term strategic position in CFR, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2026, adding 511,784 shares. Largest reduction occurred in Q1 2026, reducing 21.62 M shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's Cullen/Frost Bankers (CFR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cullen/Frost Bankers (CFR) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +511,784 | Add 22.59% | 2.78 M | $154.52 |
| Q1 2026 | +2.27 M | New Buy | 2.27 M | $137.08 |
| Q1 1970 | +23.89 M | Add 0.00% | 23.89 M | $17.97 |
First Eagle Investment's Cullen/Frost Bankers Investment FAQs
First Eagle Investment first purchased Cullen/Frost Bankers, Inc. (CFR) in Q1 1970, acquiring 23,888,255 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held Cullen/Frost Bankers, Inc. (CFR) for 226 quarters since Q1 1970.
First Eagle Investment's largest addition to Cullen/Frost Bankers, Inc. (CFR) was in Q1 1970, adding 23,888,255 shares worth $429.2 M.
According to the latest 13F filing for Q2 2026, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 2,777,658 shares of Cullen/Frost Bankers, Inc. (CFR), valued at approximately $429.2 M.
As of the Q2 2026 filing, Cullen/Frost Bankers, Inc. (CFR) represents approximately 0.72% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in Cullen/Frost Bankers, Inc. (CFR) was 23,888,255 shares, as reported at the end of Q1 1970.