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

Hemington 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 		$9K Sell
71
-3
-4% -$390 ﹤0.01% 904
2025
Q2 		$9K Buy
74
+8
+12% +$978 ﹤0.01% 884
2025
Q1 		$8K Buy
66
+14
+27% +$1.88K ﹤0.01% 875
2024
Q4 		$6K Buy
52
+22
+73% +$2.89K ﹤0.01% 940
2024
Q3 		$3K Buy
+30
New +$3.28K ﹤0.01% 1055

Other funds holding CFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Hemington Wealth Management reduced its Cullen/Frost Bankers (CFR) stake by 4.1% in Q3 2025, selling an estimated $390 and leaving 71 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Hemington Wealth Management first reported a position in CFR in Q3 2024 and has held it in 5 quarters since. 480 funds tracked by Wall St. Rank hold CFR as of Q3 2025.

  • Hemington Wealth Management held 71 shares of Cullen/Frost Bankers worth $9K as of Q3 2025.
  • Hemington Wealth Management sold 3 Cullen/Frost Bankers shares in Q3 2025, an estimated $390.
  • Cullen/Frost Bankers made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #904 holding.
  • Hemington Wealth Management first reported a position in Cullen/Frost Bankers in Q3 2024 and has held it in 5 quarters since.
  • 480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.