CULLEN/FROST BANKERS, INC. IWLG — NEW YORK LIFE INVTS ACTIVE E NYLI WINSLOW LAR

Ownership history in CULLEN/FROST BANKERS, INC.  ·  3 quarters on record

AI Ownership Summary

CULLEN/FROST BANKERS, INC. reported NEW YORK LIFE INVTS ACTIVE E NYLI WINSLOW LAR (IWLG) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 1.18% in 2026 Q2. The latest visible filing shows IWLG at 1.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CULLEN/FROST BANKERS, INC.'s position in NEW YORK LIFE INVTS ACTIVE E NYLI WINSLOW LAR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IWLG was reported at 1.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.18% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CULLEN/FROST BANKERS, INC. held IWLG — position size vs. price
% of Fund (quarterly)    IWLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 2,109,171 -40,887 -1.9% 1.18% $119.4M 2026-07-27 $54.01
2026 Q1 ADDED — — — 2,150,058 +272,223 +14.5% 1.17% $102.6M 2026-05-05 $54.46
2025 Q4 INITIATED — — — 1,877,835 — — 1.12% $101.8M 2026-02-06 $51.37

FAQ About CULLEN/FROST BANKERS, INC. and IWLG

These are the practical questions this page is built to answer before you even open the full history table.

How long has CULLEN/FROST BANKERS, INC. reported owning IWLG?

CULLEN/FROST BANKERS, INC. reported IWLG across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported IWLG position in CULLEN/FROST BANKERS, INC.'s portfolio?

The largest reported portfolio weight for IWLG was 1.18% in 2026 Q2.

What is the latest reported IWLG position on this page?

The most recent filing on this page is 2026 Q2, when CULLEN/FROST BANKERS, INC. reported 2,109,171 shares, equal to 1.18% of portfolio, with an estimated market value of $119.4M.

What does the chart on this IWLG ownership page compare?

The chart compares CULLEN/FROST BANKERS, INC.'s quarterly IWLG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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