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Juncture Wealth Strategies’s Cullen/Frost Bankers CFR Stock Holding History

Juncture Wealth Strategies’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 		– Sell
-2,081
Closed -$267K – 132
2025
Q2 		$267K Hold
2,081
– – 0.1% 105
2025
Q1 		$261K Hold
2,081
– – 0.1% 112
2024
Q4 		$279K Sell
2,081
-800
-28% -$105K 0.1% 110
2024
Q3 		$322K Buy
2,881
+900
+45% +$98.4K 0.12% 96
2024
Q2 		$201K Buy
+1,981
New +$208K 0.08% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
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

Juncture Wealth Strategies's CFR Position: Q3 2025 in Review

Juncture Wealth Strategies sold out of Cullen/Frost Bankers (CFR) in Q3 2025, closing a stake of 2,081 shares — an estimated $267K sold.

Juncture Wealth Strategies first reported a position in CFR in Q2 2024 and held it in 5 quarters. The position peaked at $322K in Q3 2024. 478 funds tracked by Wall St. Rank hold CFR as of Q3 2025.

  • Juncture Wealth Strategies reported no remaining Cullen/Frost Bankers position as of Q3 2025 after selling out during the quarter.
  • Juncture Wealth Strategies sold 2,081 Cullen/Frost Bankers shares in Q3 2025, an estimated $267K.
  • Juncture Wealth Strategies first reported a position in Cullen/Frost Bankers in Q2 2024 and held it in 5 quarters.
  • Juncture Wealth Strategies's Cullen/Frost Bankers position peaked at $322K in Q3 2024.
  • 478 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2025.

Based on Juncture Wealth Strategies's 13F filing for Q3 2025, filed 14 Oct 2025.