Cullen/Frost Bankers’s Morningstar MORN Stock Holding History

Cullen/Frost Bankers’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-375	Closed	-$118K	–	1400
2025 Q2	$118K	Hold	375	–	–	﹤0.01%	613
2025 Q1	$112K	Hold	375	–	–	﹤0.01%	588
2024 Q4	$126K	Hold	375	–	–	﹤0.01%	568
2024 Q3	$120K	Hold	375	–	–	﹤0.01%	578
2024 Q2	$111K	Hold	375	–	–	﹤0.01%	577
2024 Q1	$116K	Hold	375	–	–	﹤0.01%	558
2023 Q4	$107K	Sell	375 -200	-35%	-$52.1K	﹤0.01%	562
2023 Q3	$135K	Hold	575	–	–	﹤0.01%	567
2023 Q2	$113K	Buy	575 +375	+188%	+$74.3K	﹤0.01%	597
2023 Q1	$40.6K	Hold	200	–	–	﹤0.01%	759
2022 Q4	$43.3K	Hold	200	–	–	﹤0.01%	726
2022 Q3	$42K	Buy	+200	New	+$47.6K	﹤0.01%	736
2019 Q4	–	Sell	-78	Closed	-$11K	–	1075
2019 Q3	$11K	Hold	78	–	–	﹤0.01%	820
2019 Q2	$11K	Buy	+78	New	+$10.8K	﹤0.01%	819

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Cullen/Frost Bankers's MORN Position: Q3 2025 in Review

Cullen/Frost Bankers sold out of Morningstar (MORN) in Q3 2025, closing a stake of 375 shares — an estimated $118K sold.

Cullen/Frost Bankers first reported a position in MORN in Q2 2019 and held it in 14 quarters. The position peaked at $135K in Q3 2023. 450 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

Cullen/Frost Bankers reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
Cullen/Frost Bankers sold 375 Morningstar shares in Q3 2025, an estimated $118K.
Cullen/Frost Bankers first reported a position in Morningstar in Q2 2019 and held it in 14 quarters.
Cullen/Frost Bankers's Morningstar position peaked at $135K in Q3 2023.
450 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Cullen/Frost Bankers's 13F filing for Q3 2025, filed 31 Oct 2025.