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Cullen/Frost Bankers’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Cullen/Frost Bankers’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-55
Closed -$7.93K – 1381
2024
Q4 		$7.93K Buy
+55
New +$7.85K ﹤0.01% 921

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cullen/Frost Bankers's IAI Position: Q1 2025 in Review

Cullen/Frost Bankers sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2025, closing a stake of 55 shares — an estimated $7.93K sold.

Cullen/Frost Bankers first reported a position in IAI in Q4 2024 and held it in 1 quarter. The position peaked at $7.93K in Q4 2024. 179 funds tracked by Wall St. Rank hold IAI as of Q1 2025.

  • Cullen/Frost Bankers reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2025 after selling out during the quarter.
  • Cullen/Frost Bankers sold 55 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2025, an estimated $7.93K.
  • Cullen/Frost Bankers first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and held it in 1 quarter.
  • Cullen/Frost Bankers's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $7.93K in Q4 2024.
  • 179 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2025.

Based on Cullen/Frost Bankers's 13F filing for Q1 2025, filed 2 May 2025.