Jackson Square Capital’s Cullen/Frost Bankers CFR Stock Holding History

Jackson Square Capital’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	-5,262	Closed	-$659K	–	150
2025 Q1	$659K	Sell	5,262 -385	-7%	-$51.7K	0.21%	82
2024 Q4	$758K	Buy	5,647 +1,830	+48%	+$240K	0.18%	97
2024 Q3	$427K	Buy	+3,817	New	+$417K	0.11%	109
2023 Q4	–	Sell	-5,152	Closed	-$470K	–	120
2023 Q3	$470K	Sell	5,152 -3,942	-43%	-$400K	0.19%	81
2023 Q2	$978K	Buy	+9,094	New	+$950K	0.39%	56
2023 Q1	–	Sell	-4,207	Closed	-$562K	–	112
2022 Q4	$562K	Buy	4,207 +1,490	+55%	+$212K	0.26%	77
2022 Q3	$359K	Buy	+2,717	New	+$356K	0.18%	94

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jackson Square Capital's CFR Position: Q2 2025 in Review

Jackson Square Capital sold out of Cullen/Frost Bankers (CFR) in Q2 2025, closing a stake of 5,262 shares — an estimated $659K sold.

Jackson Square Capital first reported a position in CFR in Q3 2022 and held it in 7 quarters. The position peaked at $978K in Q2 2023. 480 funds tracked by Wall St. Rank hold CFR as of Q2 2025.

Jackson Square Capital reported no remaining Cullen/Frost Bankers position as of Q2 2025 after selling out during the quarter.
Jackson Square Capital sold 5,262 Cullen/Frost Bankers shares in Q2 2025, an estimated $659K.
Jackson Square Capital first reported a position in Cullen/Frost Bankers in Q3 2022 and held it in 7 quarters.
Jackson Square Capital's Cullen/Frost Bankers position peaked at $978K in Q2 2023.
480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2025.

Based on Jackson Square Capital's 13F filing for Q2 2025, filed 10 Jul 2025.