Financial Gravity Companies’s Cullen/Frost Bankers CFR Stock Holding History

Financial Gravity Companies’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 Q2	$389K	Buy	+3,023	New	+$370K	0.08%	115

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

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

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

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

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

Financial Gravity Companies's CFR Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Cullen/Frost Bankers (CFR) in Q2 2025: 3,023 shares worth $389K. The stake represents 0.08% of the portfolio and ranks #115 among its holdings.

480 funds tracked by Wall St. Rank hold CFR as of Q2 2025.

Financial Gravity Companies held 3,023 shares of Cullen/Frost Bankers worth $389K as of Q2 2025.
Cullen/Frost Bankers was a new Financial Gravity Companies position in Q2 2025.
Cullen/Frost Bankers made up 0.08% of Financial Gravity Companies's portfolio in Q2 2025, its #115 holding.
480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.