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Legacy Financial Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Legacy Financial Advisors’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
-1,640
Closed -$211K – 420
2025
Q2 		$211K Sell
1,640
-6,718
-80% -$821K 0.03% 326
2025
Q1 		$1.05M Sell
8,358
-211
-2% -$28.3K 0.18% 101
2024
Q4 		$1.15M Sell
8,569
-334
-4% -$43.9K 0.19% 89
2024
Q3 		$996K Sell
8,903
-69
-0.8% -$7.54K 0.17% 99
2024
Q2 		$912K Sell
8,972
-311
-3% -$32.6K 0.16% 103
2024
Q1 		$1.04M Buy
9,283
+443
+5% +$47.3K 0.19% 89
2023
Q4 		$959K Buy
8,840
+3,981
+82% +$387K 0.18% 88
2023
Q3 		$443K Sell
4,859
-28
-0.6% -$2.84K 0.09% 155
2023
Q2 		$526K Buy
4,887
+387
+9% +$40.4K 0.1% 134
2023
Q1 		$474K Buy
4,500
+193
+4% +$24K 0.1% 133
2022
Q4 		$576K Buy
4,307
+187
+5% +$26.6K 0.12% 102
2022
Q3 		$545K Buy
4,120
+207
+5% +$27.1K 0.13% 90
2022
Q2 		$456K Buy
3,913
+211
+6% +$27K 0.11% 97
2022
Q1 		$512K Sell
3,702
-87
-2% -$12.1K 0.12% 96
2021
Q4 		$478K Buy
3,789
+232
+7% +$29.8K 0.11% 95
2021
Q3 		$422K Buy
3,557
+122
+4% +$13.6K 0.1% 94
2021
Q2 		$385K Buy
3,435
+530
+18% +$61.9K 0.1% 93
2021
Q1 		$316K Buy
+2,905
New +$299K 0.09% 101
2019
Q2 		– Sell
-41
Closed -$4K – 253
2019
Q1 		$4K Buy
41
+17
+71% +$1.69K ﹤0.01% 804
2018
Q4 		$2K Hold
24
– – ﹤0.01% 834
2018
Q3 		$2K Hold
24
– – ﹤0.01% 798
2018
Q2 		$3K Hold
24
– – ﹤0.01% 770
2018
Q1 		$2K Hold
24
– – ﹤0.01% 747
2017
Q4 		$2K Buy
+24
New +$2.31K ﹤0.01% 733

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

Legacy Financial Advisors's CFR Position: Q3 2025 in Review

Legacy Financial Advisors sold out of Cullen/Frost Bankers (CFR) in Q3 2025, closing a stake of 1,640 shares — an estimated $211K sold.

Legacy Financial Advisors first reported a position in CFR in Q4 2017 and held it in 24 quarters. The position peaked at $1.15M in Q4 2024. 478 funds tracked by Wall St. Rank hold CFR as of Q3 2025.

  • Legacy Financial Advisors reported no remaining Cullen/Frost Bankers position as of Q3 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,640 Cullen/Frost Bankers shares in Q3 2025, an estimated $211K.
  • Legacy Financial Advisors first reported a position in Cullen/Frost Bankers in Q4 2017 and held it in 24 quarters.
  • Legacy Financial Advisors's Cullen/Frost Bankers position peaked at $1.15M in Q4 2024.
  • 478 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2025.

Based on Legacy Financial Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.