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Carolinas Wealth Consulting’s Cullen/Frost Bankers CFR Stock Holding History

Carolinas Wealth Consulting’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
-234
Closed -$29.2K – 147
2025
Q1 		$29.2K Buy
234
+3
+1% +$403 0.01% 406
2024
Q4 		$31K Sell
231
-26
-10% -$3.42K 0.01% 423
2024
Q3 		$28.7K Hold
257
– – 0.01% 431
2024
Q2 		$26.1K Buy
257
+4
+2% +$419 0.01% 449
2024
Q1 		$28.5K Hold
253
– – 0.01% 445
2023
Q4 		$27.4K Sell
253
-2
-0.8% -$194 0.01% 407
2023
Q3 		$23.2K Sell
255
-9
-3% -$913 0.01% 410
2023
Q2 		$28.4K Buy
264
+96
+57% +$10K 0.01% 426
2023
Q1 		$17.7K Buy
168
+3
+2% +$374 ﹤0.01% 511
2022
Q4 		$22.1K Buy
165
+25
+18% +$3.55K 0.01% 480
2022
Q3 		$19K Hold
140
– – ﹤0.01% 446
2022
Q2 		$16K Hold
140
– – ﹤0.01% 490
2022
Q1 		$19K Sell
140
-19
-12% -$2.64K ﹤0.01% 489
2021
Q4 		$20K Buy
159
+140
+737% +$18K ﹤0.01% 486
2021
Q3 		$2K Sell
19
-3
-14% -$335 ﹤0.01% 776
2021
Q2 		$2K Hold
22
– – ﹤0.01% 793
2021
Q1 		$2K Buy
+22
New +$2.27K ﹤0.01% 799

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

Carolinas Wealth Consulting's CFR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Cullen/Frost Bankers (CFR) in Q2 2025, closing a stake of 234 shares — an estimated $29.2K sold.

Carolinas Wealth Consulting first reported a position in CFR in Q1 2021 and held it in 17 quarters. The position peaked at $31K in Q4 2024. 480 funds tracked by Wall St. Rank hold CFR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Cullen/Frost Bankers position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 234 Cullen/Frost Bankers shares in Q2 2025, an estimated $29.2K.
  • Carolinas Wealth Consulting first reported a position in Cullen/Frost Bankers in Q1 2021 and held it in 17 quarters.
  • Carolinas Wealth Consulting's Cullen/Frost Bankers position peaked at $31K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.