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

FSA 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 Q3	$1.65K	Hold	13	–	–	﹤0.01%	508
2025 Q2	$1.67K	Hold	13	–	–	﹤0.01%	483
2025 Q1	$1.63K	Hold	13	–	–	﹤0.01%	448
2024 Q4	$1.75K	Hold	13	–	–	﹤0.01%	497
2024 Q3	$1.45K	Buy	+13	New	+$1.42K	﹤0.01%	505
2024 Q1	$1.46K	Hold	13	–	–	﹤0.01%	560
2023 Q4	$1K	Buy	+13	New	+$1.26K	﹤0.01%	550

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

Neuberger Berman Group New York $131B AUM 28.36% 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

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

FSA Wealth Management's CFR Position: Q3 2025 in Review

FSA Wealth Management held its Cullen/Frost Bankers (CFR) position steady in Q3 2025 at 13 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

FSA Wealth Management first reported a position in CFR in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.75K in Q4 2024. 478 funds tracked by Wall St. Rank hold CFR as of Q3 2025.

FSA Wealth Management held 13 shares of Cullen/Frost Bankers worth $1.65K as of Q3 2025.
FSA Wealth Management left its Cullen/Frost Bankers share count unchanged in Q3 2025.
Cullen/Frost Bankers made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #508 holding.
FSA Wealth Management first reported a position in Cullen/Frost Bankers in Q4 2023 and has held it in 7 quarters since.
FSA Wealth Management's Cullen/Frost Bankers position peaked at $1.75K in Q4 2024.
478 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.