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Edge Capital Group’s Cullen/Frost Bankers CFR Stock Holding History

Edge Capital Group’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
2024
Q4 		$265K Hold
1,977
– – 0.01% 278
2024
Q3 		$221K Sell
1,977
-100
-5% -$10.9K 0.01% 297
2024
Q2 		$211K Sell
2,077
-93
-4% -$9.74K 0.01% 304
2024
Q1 		$244K Sell
2,170
-50
-2% -$5.34K 0.01% 290
2023
Q4 		$241K Hold
2,220
– – 0.01% 277
2023
Q3 		$202K Sell
2,220
-50
-2% -$5.07K 0.01% 276
2023
Q2 		$244K Sell
2,270
-115
-5% -$12K 0.01% 278
2023
Q1 		$251K Hold
2,385
– – 0.02% 274
2022
Q4 		$319K Buy
2,385
+104
+5% +$14.8K 0.02% 236
2022
Q3 		$302K Hold
2,281
– – 0.02% 231
2022
Q2 		$266K Buy
2,281
+11
+0.5% +$1.41K 0.02% 243
2022
Q1 		$314K Hold
2,270
– – 0.02% 243
2021
Q4 		$286K Hold
2,270
– – 0.02% 238
2021
Q3 		$269K Hold
2,270
– – 0.02% 232
2021
Q2 		$254K Hold
2,270
– – 0.02% 235
2021
Q1 		$247K Sell
2,270
-200
-8% -$20.6K 0.02% 246
2020
Q4 		$215K Buy
+2,470
New +$194K 0.02% 246
2020
Q1 		– Sell
-3,020
Closed -$295K – 217
2019
Q4 		$295K Hold
3,020
– – 0.03% 200
2019
Q3 		$267K Sell
3,020
-320
-10% -$28.4K 0.03% 205
2019
Q2 		$313K Hold
3,340
– – 0.03% 210
2019
Q1 		$324K Hold
3,340
– – 0.03% 204
2018
Q4 		$294K Buy
+3,340
New +$325K 0.03% 202

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Edge Capital Group's CFR Position: Q4 2024 in Review

Edge Capital Group held its Cullen/Frost Bankers (CFR) position steady in Q4 2024 at 1,977 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #278.

Edge Capital Group first reported a position in CFR in Q4 2018 and has held it in 22 quarters since. The position peaked at $324K in Q1 2019. 457 funds tracked by Wall St. Rank hold CFR as of Q4 2024.

  • Edge Capital Group held 1,977 shares of Cullen/Frost Bankers worth $265K as of Q4 2024.
  • Edge Capital Group left its Cullen/Frost Bankers share count unchanged in Q4 2024.
  • Cullen/Frost Bankers made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #278 holding.
  • Edge Capital Group first reported a position in Cullen/Frost Bankers in Q4 2018 and has held it in 22 quarters since.
  • Edge Capital Group's Cullen/Frost Bankers position peaked at $324K in Q1 2019.
  • 457 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.