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GeoWealth Management’s Cullen/Frost Bankers CFR Stock Holding History

GeoWealth 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
-38
Closed -$5.1K – 1185
2024
Q4 		$5.1K Buy
+38
New +$4.99K ﹤0.01% 1546

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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

GeoWealth Management's CFR Position: Q1 2025 in Review

GeoWealth Management sold out of Cullen/Frost Bankers (CFR) in Q1 2025, closing a stake of 38 shares — an estimated $5.1K sold.

GeoWealth Management first reported a position in CFR in Q4 2024 and held it in 1 quarter. The position peaked at $5.1K in Q4 2024. 480 funds tracked by Wall St. Rank hold CFR as of Q1 2025.

  • GeoWealth Management reported no remaining Cullen/Frost Bankers position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 38 Cullen/Frost Bankers shares in Q1 2025, an estimated $5.1K.
  • GeoWealth Management first reported a position in Cullen/Frost Bankers in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's Cullen/Frost Bankers position peaked at $5.1K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.