CIBC Private Wealth Group
CFR icon

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

CIBC Private Wealth Group’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
Q4 		$4.17M Sell
32,918
-2,213
-6% -$278K 0.01% 461
2025
Q3 		$4.45M Sell
35,131
-53,843
-61% -$7M 0.01% 446
2025
Q2 		$11.4M Buy
88,974
+83,219
+1,446% +$10.2M 0.02% 330
2025
Q1 		$609K Sell
5,755
-42
-0.7% -$5.64K ﹤0.01% 754
2024
Q4 		$787K Buy
5,797
+229
+4% +$30.1K ﹤0.01% 752
2024
Q3 		$623K Buy
5,568
+443
+9% +$48.4K ﹤0.01% 802
2024
Q2 		$501K Sell
5,125
-3,857
-43% -$404K ﹤0.01% 824
2024
Q1 		$1.01M Hold
8,982
– – ﹤0.01% 675
2023
Q4 		$974K Hold
8,982
– – ﹤0.01% 638
2023
Q3 		$819K Buy
8,982
+4,357
+94% +$442K ﹤0.01% 645
2023
Q2 		$497K Buy
4,625
+2,250
+95% +$235K ﹤0.01% 697
2023
Q1 		$250K Buy
+2,375
New +$296K ﹤0.01% 808
2022
Q4 		– Sell
-31,025
Closed -$4.1M – 869
2022
Q3 		$4.1M Buy
+31,025
New +$4.07M 0.01% 394
2018
Q3 		– Sell
-510
Closed -$55K – 1081
2018
Q2 		$55K Sell
510
-55
-10% -$6.21K ﹤0.01% 1146
2018
Q1 		$60K Buy
565
+20
+4% +$2.09K ﹤0.01% 1114
2017
Q4 		$52K Buy
+545
New +$52.5K ﹤0.01% 1172

Other funds holding CFR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return