Cullen/Frost Bankers’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.6K	Sell	250 -250	-50%	-$15.7K	﹤0.01%	1057
2025 Q4	$31.6K	Hold	500	–	–	﹤0.01%	895
2025 Q3	$29.1K	Hold	500	–	–	﹤0.01%	864
2025 Q2	$20.3K	Hold	500	–	–	﹤0.01%	920
2025 Q1	$20.5K	Sell	500 -540	-52%	-$25.7K	﹤0.01%	849
2024 Q4	$59.9K	Buy	1,040 +40	+4%	+$2.78K	﹤0.01%	679
2024 Q3	$83.2K	Hold	1,000	–	–	﹤0.01%	636
2024 Q2	$78.3K	Hold	1,000	–	–	﹤0.01%	621
2024 Q1	$100K	Buy	+1,000	New	+$91.8K	﹤0.01%	573
2023 Q3	–	Sell	-419	Closed	-$50.6K	–	1192
2023 Q2	$50.6K	Sell	419 -2,308	-85%	-$255K	﹤0.01%	727
2023 Q1	$302K	Buy	+2,727	New	+$302K	0.01%	448
2019 Q3	–	Sell	-108	Closed	-$10K	–	1077
2019 Q2	$10K	Buy	+108	New	+$9.84K	﹤0.01%	838

Other funds holding PII

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return