AWM
CFR icon

Abound Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

Abound Wealth Management’s Portfolio CFR Stock Details CFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed -$127 – 1511
2025
Q4 		$127 Hold
1
– – ﹤0.01% 1339
2025
Q3 		$127 Sell
1
-37
-97% -$4.81K ﹤0.01% 1267
2025
Q2 		$4.85K Buy
38
+1
+3% +$122 ﹤0.01% 578
2025
Q1 		$4.65K Hold
37
– – ﹤0.01% 554
2024
Q4 		$4.98K Buy
37
+23
+164% +$3.02K ﹤0.01% 528
2024
Q3 		$1.52K Sell
14
-15
-52% -$1.64K ﹤0.01% 740
2024
Q2 		$2.92K Sell
29
-15
-34% -$1.57K ﹤0.01% 600
2024
Q1 		$4.99K Buy
44
+1
+2% +$107 ﹤0.01% 522
2023
Q4 		$4.63K Buy
43
+29
+207% +$2.82K ﹤0.01% 527
2023
Q3 		$1.28K Sell
14
-7
-33% -$710 ﹤0.01% 679
2023
Q2 		$2.27K Sell
21
-22
-51% -$2.3K ﹤0.01% 629
2023
Q1 		$4.5K Buy
43
+31
+258% +$3.86K ﹤0.01% 433
2022
Q4 		$1.55K Sell
12
-4
-25% -$569 ﹤0.01% 571
2022
Q3 		$2.13K Buy
+16
New +$2.1K ﹤0.01% 470

Other funds holding CFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Abound Wealth Management's CFR Position: Q1 2026 in Review

Abound Wealth Management sold out of Cullen/Frost Bankers (CFR) in Q1 2026, closing a stake of 1 share — an estimated $127 sold.

Abound Wealth Management first reported a position in CFR in Q3 2022 and held it in 14 quarters. The position peaked at $4.99K in Q1 2024. 543 funds tracked by Wall St. Rank hold CFR as of Q1 2026.

  • Abound Wealth Management reported no remaining Cullen/Frost Bankers position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 1 Cullen/Frost Bankers share in Q1 2026, an estimated $127.
  • Abound Wealth Management first reported a position in Cullen/Frost Bankers in Q3 2022 and held it in 14 quarters.
  • Abound Wealth Management's Cullen/Frost Bankers position peaked at $4.99K in Q1 2024.
  • 543 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.