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Aventura Private Wealth’s Cullen/Frost Bankers CFR Stock Holding History

Aventura Private Wealth’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
Q3 		– Sell
-4
Closed -$514 – 818
2025
Q2 		$514 Buy
+4
New +$489 ﹤0.01% 721

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 $3.38T AUM 44.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
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

Aventura Private Wealth's CFR Position: Q3 2025 in Review

Aventura Private Wealth sold out of Cullen/Frost Bankers (CFR) in Q3 2025, closing a stake of 4 shares — an estimated $514 sold.

Aventura Private Wealth first reported a position in CFR in Q2 2025 and held it in 1 quarter. The position peaked at $514 in Q2 2025. 480 funds tracked by Wall St. Rank hold CFR as of Q3 2025.

  • Aventura Private Wealth reported no remaining Cullen/Frost Bankers position as of Q3 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 4 Cullen/Frost Bankers shares in Q3 2025, an estimated $514.
  • Aventura Private Wealth first reported a position in Cullen/Frost Bankers in Q2 2025 and held it in 1 quarter.
  • Aventura Private Wealth's Cullen/Frost Bankers position peaked at $514 in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2025.

Based on Aventura Private Wealth's 13F filing for Q3 2025, filed 7 Jan 2026.