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Atria Wealth Solutions’s Cullen/Frost Bankers CFR Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$273K Sell
2,125
-549
-21% -$67.1K 0.01% 1204
2025
Q1 		$335K Sell
2,674
-364
-12% -$48.9K ﹤0.01% 1409
2024
Q4 		$408K Sell
3,038
-1,194
-28% -$157K ﹤0.01% 1379
2024
Q3 		$473K Sell
4,232
-161
-4% -$17.6K 0.01% 1275
2024
Q2 		$446K Sell
4,393
-1,061
-19% -$111K ﹤0.01% 1298
2024
Q1 		$614K Buy
5,454
+110
+2% +$11.8K 0.01% 1156
2023
Q4 		$580K Buy
5,344
+2,666
+100% +$259K 0.01% 1136
2023
Q3 		$244K Sell
2,678
-7,324
-73% -$743K ﹤0.01% 1552
2023
Q2 		$1.08M Buy
+10,002
New +$1.04M 0.01% 805

Other funds holding CFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's CFR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Cullen/Frost Bankers (CFR) stake by 21% in Q2 2025, selling an estimated $67.1K and leaving 2,125 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #1204.

Atria Wealth Solutions first reported a position in CFR in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.08M in Q2 2023. 482 funds tracked by Wall St. Rank hold CFR as of Q2 2025.

  • Atria Wealth Solutions held 2,125 shares of Cullen/Frost Bankers worth $273K as of Q2 2025.
  • Atria Wealth Solutions sold 549 Cullen/Frost Bankers shares in Q2 2025, an estimated $67.1K.
  • Cullen/Frost Bankers made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1204 holding.
  • Atria Wealth Solutions first reported a position in Cullen/Frost Bankers in Q2 2023 and has held it in 9 quarters since.
  • Atria Wealth Solutions's Cullen/Frost Bankers position peaked at $1.08M in Q2 2023.
  • 482 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.