HM Payson & Co’s Cullen/Frost Bankers CFR Stock Holding History

HM Payson & Co’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
2024 Q4	–	Sell	-50	Closed	-$5.59K	–	1052
2024 Q3	$5.59K	Buy	+50	New	+$5.47K	﹤0.01%	896
2023 Q4	–	Sell	-402	Closed	-$36.7K	–	978
2023 Q3	$36.7K	Hold	402	–	–	﹤0.01%	637
2023 Q2	$43.2K	Buy	+402	New	+$42K	﹤0.01%	608
2022 Q3	–	Sell	-34	Closed	-$4K	–	989
2022 Q2	$4K	Buy	+34	New	+$4.34K	﹤0.01%	906
2021 Q2	–	Sell	-45	Closed	-$5K	–	1099
2021 Q1	$5K	Buy	+45	New	+$4.64K	﹤0.01%	939

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

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 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

HM Payson & Co's CFR Position: Q4 2024 in Review

HM Payson & Co sold out of Cullen/Frost Bankers (CFR) in Q4 2024, closing a stake of 50 shares — an estimated $5.59K sold.

HM Payson & Co first reported a position in CFR in Q1 2021 and held it in 5 quarters. The position peaked at $43.2K in Q2 2023. 457 funds tracked by Wall St. Rank hold CFR as of Q4 2024.

HM Payson & Co reported no remaining Cullen/Frost Bankers position as of Q4 2024 after selling out during the quarter.
HM Payson & Co sold 50 Cullen/Frost Bankers shares in Q4 2024, an estimated $5.59K.
HM Payson & Co first reported a position in Cullen/Frost Bankers in Q1 2021 and held it in 5 quarters.
HM Payson & Co's Cullen/Frost Bankers position peaked at $43.2K in Q2 2023.
457 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.