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Crewe Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Crewe Advisors’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
-9
Closed -$1.13K – 765
2025
Q1 		$1.13K Buy
+9
New +$1.21K ﹤0.01% 581
2023
Q1 		– Sell
-20
Closed -$2.67K – 853
2022
Q4 		$2.67K Sell
20
-53
-73% -$7.53K ﹤0.01% 790
2022
Q3 		$10K Hold
73
– – ﹤0.01% 653
2022
Q2 		$9K Buy
+73
New +$9.33K ﹤0.01% 613

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 $3.37T AUM 44.26% 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

Crewe Advisors's CFR Position: Q2 2025 in Review

Crewe Advisors sold out of Cullen/Frost Bankers (CFR) in Q2 2025, closing a stake of 9 shares — an estimated $1.13K sold.

Crewe Advisors first reported a position in CFR in Q2 2022 and held it in 4 quarters. The position peaked at $10K in Q3 2022. 482 funds tracked by Wall St. Rank hold CFR as of Q2 2025.

  • Crewe Advisors reported no remaining Cullen/Frost Bankers position as of Q2 2025 after selling out during the quarter.
  • Crewe Advisors sold 9 Cullen/Frost Bankers shares in Q2 2025, an estimated $1.13K.
  • Crewe Advisors first reported a position in Cullen/Frost Bankers in Q2 2022 and held it in 4 quarters.
  • Crewe Advisors's Cullen/Frost Bankers position peaked at $10K in Q3 2022.
  • 482 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.