Key Financial Inc’s Cullen/Frost Bankers CFR Stock Holding History

Key Financial Inc’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 Q4	–	Sell	-19	Closed	-$2.39K	–	1454
2025 Q3	$2.39K	Hold	19	–	–	﹤0.01%	1165
2025 Q2	$2.44K	Hold	19	–	–	﹤0.01%	1160
2025 Q1	$2.38K	Hold	19	–	–	﹤0.01%	1124
2024 Q4	$2.55K	Buy	+19	New	+$2.5K	﹤0.01%	1122

Other funds holding CFR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Key Financial Inc's CFR Position: Q4 2025 in Review

Key Financial Inc sold out of Cullen/Frost Bankers (CFR) in Q4 2025, closing a stake of 19 shares — an estimated $2.39K sold.

Key Financial Inc first reported a position in CFR in Q4 2024 and held it in 4 quarters. The position peaked at $2.55K in Q4 2024. 529 funds tracked by Wall St. Rank hold CFR as of Q4 2025.

Key Financial Inc reported no remaining Cullen/Frost Bankers position as of Q4 2025 after selling out during the quarter.
Key Financial Inc sold 19 Cullen/Frost Bankers shares in Q4 2025, an estimated $2.39K.
Key Financial Inc first reported a position in Cullen/Frost Bankers in Q4 2024 and held it in 4 quarters.
Key Financial Inc's Cullen/Frost Bankers position peaked at $2.55K in Q4 2024.
529 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.