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Congress Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

Congress Wealth Management’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 		$761K Buy
5,922
+31
+0.5% +$3.79K 0.01% 783
2025
Q1 		$738K Sell
5,891
-192
-3% -$25.8K 0.01% 704
2024
Q4 		$817K Buy
6,083
+549
+10% +$72.1K 0.01% 551
2024
Q3 		$619K Buy
+5,534
New +$605K 0.01% 597

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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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

Congress Wealth Management's CFR Position: Q2 2025 in Review

Congress Wealth Management increased its Cullen/Frost Bankers (CFR) stake by 0.53% in Q2 2025, buying an estimated $3.79K and bringing the position to 5,922 shares worth $761K. The position accounts for 0.01% of the portfolio, ranked #783.

Congress Wealth Management first reported a position in CFR in Q3 2024 and has held it in 4 quarters since. The position peaked at $817K in Q4 2024. 482 funds tracked by Wall St. Rank hold CFR as of Q2 2025.

  • Congress Wealth Management held 5,922 shares of Cullen/Frost Bankers worth $761K as of Q2 2025.
  • Congress Wealth Management bought 31 Cullen/Frost Bankers shares in Q2 2025, an estimated $3.79K.
  • Cullen/Frost Bankers made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #783 holding.
  • Congress Wealth Management first reported a position in Cullen/Frost Bankers in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Cullen/Frost Bankers position peaked at $817K in Q4 2024.
  • 482 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.