FFT Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

FFT Wealth Management’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 Q1	–	Sell	-1,935	Closed	-$260K	–	122
2024 Q4	$260K	Sell	1,935 -18	-0.9%	-$2.36K	0.02%	163
2024 Q3	$219K	Buy	+1,953	New	+$214K	0.02%	162
2024 Q2	–	Sell	-1,917	Closed	-$216K	–	158
2024 Q1	$216K	Buy	+1,917	New	+$205K	0.02%	145
2023 Q3	–	Sell	-1,901	Closed	-$204K	–	116
2023 Q2	$204K	Buy	+1,901	New	+$199K	0.03%	121
2023 Q1	–	Sell	-1,581	Closed	-$211K	–	128
2022 Q4	$211K	Hold	1,581	–	–	0.03%	101
2022 Q3	$209K	Buy	+1,581	New	+$207K	0.03%	87

Other funds holding CFR

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FFT Wealth Management's CFR Position: Q1 2025 in Review

FFT Wealth Management sold out of Cullen/Frost Bankers (CFR) in Q1 2025, closing a stake of 1,935 shares — an estimated $260K sold.

FFT Wealth Management first reported a position in CFR in Q3 2022 and held it in 6 quarters. The position peaked at $260K in Q4 2024. 480 funds tracked by Wall St. Rank hold CFR as of Q1 2025.

FFT Wealth Management reported no remaining Cullen/Frost Bankers position as of Q1 2025 after selling out during the quarter.
FFT Wealth Management sold 1,935 Cullen/Frost Bankers shares in Q1 2025, an estimated $260K.
FFT Wealth Management first reported a position in Cullen/Frost Bankers in Q3 2022 and held it in 6 quarters.
FFT Wealth Management's Cullen/Frost Bankers position peaked at $260K in Q4 2024.
480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.