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Coppell Advisory Solutions’s Cullen/Frost Bankers CFR Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-152
Closed -$20.5K – 574
2024
Q4 		$20.5K Buy
152
+120
+375% +$15.8K ﹤0.01% 883
2024
Q3 		$3.56K Hold
32
– – ﹤0.01% 1328
2024
Q2 		$3.25K Buy
+32
New +$3.35K ﹤0.01% 1289
2023
Q4 		$3.47K Sell
32
-290
-90% -$28.2K ﹤0.01% 1188
2023
Q3 		$43.1K Buy
322
+290
+906% +$29.4K 0.01% 371
2023
Q2 		$3.46K Buy
+32
New +$3.34K ﹤0.01% 934
2023
Q1 		– Sell
-322
Closed -$43.1K – 350
2022
Q4 		$43.1K Buy
+322
New +$45.8K 0.01% 373

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coppell Advisory Solutions's CFR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Cullen/Frost Bankers (CFR) in Q1 2025, closing a stake of 152 shares — an estimated $20.5K sold.

Coppell Advisory Solutions first reported a position in CFR in Q4 2022 and held it in 7 quarters. The position peaked at $43.1K in Q3 2023. 480 funds tracked by Wall St. Rank hold CFR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Cullen/Frost Bankers position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 152 Cullen/Frost Bankers shares in Q1 2025, an estimated $20.5K.
  • Coppell Advisory Solutions first reported a position in Cullen/Frost Bankers in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Cullen/Frost Bankers position peaked at $43.1K in Q3 2023.
  • 480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.