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Impact Partnership Wealth’s Cullen/Frost Bankers CFR Stock Holding History

Impact Partnership Wealth’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 		– Sell
-2,199
Closed -$275K – 308
2025
Q1 		$275K Sell
2,199
-2,453
-53% -$330K 0.06% 181
2024
Q4 		$625K Buy
+4,652
New +$611K 0.13% 96
2024
Q3 		– Sell
-2,208
Closed -$224K – 247
2024
Q2 		$224K Buy
+2,208
New +$231K 0.06% 192
2024
Q1 		– Sell
-3,007
Closed -$326K – 731
2023
Q4 		$326K Buy
+3,007
New +$292K 0.12% 112

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Impact Partnership Wealth's CFR Position: Q2 2025 in Review

Impact Partnership Wealth sold out of Cullen/Frost Bankers (CFR) in Q2 2025, closing a stake of 2,199 shares — an estimated $275K sold.

Impact Partnership Wealth first reported a position in CFR in Q4 2023 and held it in 4 quarters. The position peaked at $625K in Q4 2024. 480 funds tracked by Wall St. Rank hold CFR as of Q2 2025.

  • Impact Partnership Wealth reported no remaining Cullen/Frost Bankers position as of Q2 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,199 Cullen/Frost Bankers shares in Q2 2025, an estimated $275K.
  • Impact Partnership Wealth first reported a position in Cullen/Frost Bankers in Q4 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Cullen/Frost Bankers position peaked at $625K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2025.

Based on Impact Partnership Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.