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Avantax Advisory Services’s Cullen/Frost Bankers CFR Stock Holding History

Avantax Advisory Services’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 		$201K Buy
+1,561
New +$191K ﹤0.01% 2207
2025
Q1 		– Sell
-1,617
Closed -$217K – 2243
2024
Q4 		$217K Buy
+1,617
New +$212K ﹤0.01% 2003

Other funds holding CFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's CFR Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Cullen/Frost Bankers (CFR) in Q2 2025: 1,561 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #2207 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in CFR as recently as Q4 2024.

Avantax Advisory Services first reported a position in CFR in Q4 2024 and has held it in 2 quarters since. The position peaked at $217K in Q4 2024. 480 funds tracked by Wall St. Rank hold CFR as of Q2 2025.

  • Avantax Advisory Services held 1,561 shares of Cullen/Frost Bankers worth $201K as of Q2 2025.
  • Cullen/Frost Bankers was a new Avantax Advisory Services position in Q2 2025.
  • Cullen/Frost Bankers made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2207 holding.
  • Avantax Advisory Services first reported a position in Cullen/Frost Bankers in Q4 2024 and has held it in 2 quarters since.
  • Avantax Advisory Services's Cullen/Frost Bankers position peaked at $217K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.