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

Iron Horse 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
Q2 		– Sell
-3
Closed -$376 – 598
2025
Q1 		$376 Buy
+3
New +$403 ﹤0.01% 561

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State Street
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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

Iron Horse Wealth Management's CFR Position: Q2 2025 in Review

Iron Horse Wealth Management sold out of Cullen/Frost Bankers (CFR) in Q2 2025, closing a stake of 3 shares — an estimated $376 sold.

Iron Horse Wealth Management first reported a position in CFR in Q1 2025 and held it in 1 quarter. The position peaked at $376 in Q1 2025. 480 funds tracked by Wall St. Rank hold CFR as of Q2 2025.

  • Iron Horse Wealth Management reported no remaining Cullen/Frost Bankers position as of Q2 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 3 Cullen/Frost Bankers shares in Q2 2025, an estimated $376.
  • Iron Horse Wealth Management first reported a position in Cullen/Frost Bankers in Q1 2025 and held it in 1 quarter.
  • Iron Horse Wealth Management's Cullen/Frost Bankers position peaked at $376 in Q1 2025.
  • 480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.