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Beacon Capital Management LLC (Tennessee)’s Cullen/Frost Bankers CFR Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		– Sell
-33
Closed -$4.13K – 1089
2025
Q1 		$4.13K Buy
+33
New +$4.43K ﹤0.01% 812
2024
Q4 		– Sell
-86
Closed -$9.62K – 1090
2024
Q3 		$9.62K Buy
+86
New +$9.4K ﹤0.01% 656

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CIP
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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

Beacon Capital Management LLC (Tennessee)'s CFR Position: Q2 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Cullen/Frost Bankers (CFR) in Q2 2025, closing a stake of 33 shares — an estimated $4.13K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in CFR in Q3 2024 and held it in 2 quarters. The position peaked at $9.62K in Q3 2024. 480 funds tracked by Wall St. Rank hold CFR as of Q2 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Cullen/Frost Bankers position as of Q2 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 33 Cullen/Frost Bankers shares in Q2 2025, an estimated $4.13K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Cullen/Frost Bankers in Q3 2024 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Cullen/Frost Bankers position peaked at $9.62K in Q3 2024.
  • 480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.