Cullen/Frost Bankers, Inc. (NYSE:CFR) Q1 2026 Earnings Call Transcript
Operator: Greetings. Welcome to Cullen/Frost Bankers Inc. First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note, this conference is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | First Eagle Investment Management Jean-Marie Eveillard | 2,265,874 | $310,606,008 | 0.53% | |
| 2. | Two Sigma Advisors John Overdeck And David Siegel | 659,939 | $90,464,438 | +214% | 0.07% |
| 3. | Impax Asset Management Ian Simm | 493,040 | $67,585,923 | -47% | 0.47% |
| 4. | D E Shaw D. E. Shaw | 208,509 | $28,582,414 | +41% | 0.02% |
| 5. | Polaris Capital Management Bernard Horn | 204,000 | $27,964,320 | -5% | 2.29% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $16.93 | 1,870 | $31,659.10 | 5,545 | 2025-05-02 | Filing | |
| $109.00 | 1 | $109.00 | 1 | 2022-06-23 | Filing | |
| $100.50 | 1,000 | $100,500.00 | 2,912 | 2023-05-05 | Filing | |
| $98.66 | 2,000 | $197,312.40 | 9,000 | 2023-05-15 | Filing | |
| $95.75 | 5,000 | $478,750.00 | 10,000 | 2023-05-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $148.29 | 837 | $124,119.57 | 12,712 | 2026-06-12 | Filing | |
| $137.07 | 1,000 | $137,070.00 | 28,406 | 2026-01-30 | Filing | |
| $129.73 | 0 | $43.46 | 2,024 | 2025-12-12 | Filing | |
| $127.00 | 700 | $88,900.00 | 3,795 | 2025-12-09 | Filing | |
| $139.45 | 11,500 | $1,603,675.00 | 102,946 | 2025-01-31 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,079,815 | $970,500,987 | 0.02% | |
| 2. | 4,765,009 | $653,196,575 | 1.37% | |
| 3. | 3,224,819 | $442,058,188 | 0.02% | |
| 4. | 3,099,936 | $424,939,227 | 0.01% | |
| 5. | 2,710,045 | $371,492,969 | 0% |