Lindbrook Capital’s Cullen/Frost Bankers CFR Stock Holding History

Lindbrook 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 Q1	$37.8K	Sell	302 -119	-28%	-$16K	﹤0.01%	1113
2024 Q4	$56.5K	Sell	421 -23	-5%	-$3.02K	0.01%	767
2024 Q3	$49.7K	Buy	444 +25	+6%	+$2.73K	﹤0.01%	820
2024 Q2	$42.6K	Buy	419 +38	+10%	+$3.98K	﹤0.01%	863
2024 Q1	$42.9K	Hold	381	–	–	﹤0.01%	832
2023 Q4	$41.3K	Buy	381 +28	+8%	+$2.72K	﹤0.01%	827
2023 Q3	$32.2K	Sell	353 -31	-8%	-$3.15K	﹤0.01%	840
2023 Q2	$41.3K	Buy	384 +10	+3%	+$1.04K	﹤0.01%	783
2023 Q1	$39.4K	Buy	374 +125	+50%	+$15.6K	﹤0.01%	781
2022 Q4	$33.3K	Buy	249 +12	+5%	+$1.71K	﹤0.01%	840
2022 Q3	$31K	Hold	237	–	–	0.01%	804
2022 Q2	$28K	Hold	237	–	–	﹤0.01%	857
2022 Q1	$33K	Buy	237 +2	+0.9%	+$278	0.01%	828
2021 Q4	$30K	Hold	235	–	–	﹤0.01%	882
2021 Q3	$28K	Hold	235	–	–	0.01%	625
2021 Q2	$26K	Hold	235	–	–	0.01%	684
2021 Q1	$26K	Hold	235	–	–	0.01%	653
2020 Q4	$20K	Hold	235	–	–	﹤0.01%	678
2020 Q3	$15K	Hold	235	–	–	﹤0.01%	705
2020 Q2	$18K	Sell	235 -29	-11%	-$2.02K	0.01%	641
2020 Q1	$15K	Sell	264 -162	-38%	-$13.2K	0.01%	631
2019 Q4	$42K	Hold	426	–	–	0.01%	494
2019 Q3	$38K	Hold	426	–	–	0.01%	502
2019 Q2	$39K	Hold	426	–	–	0.02%	489
2019 Q1	$41K	Hold	426	–	–	0.02%	476
2018 Q4	$37K	Buy	+426	New	+$41.5K	0.02%	431

Other funds holding CFR

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lindbrook Capital's CFR Position: Q1 2025 in Review

Lindbrook Capital reduced its Cullen/Frost Bankers (CFR) stake by 28% in Q1 2025, selling an estimated $16K and leaving 302 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Lindbrook Capital first reported a position in CFR in Q4 2018 and has held it in 26 quarters since. The position peaked at $56.5K in Q4 2024. 480 funds tracked by Wall St. Rank hold CFR as of Q1 2025.

Lindbrook Capital held 302 shares of Cullen/Frost Bankers worth $37.8K as of Q1 2025.
Lindbrook Capital sold 119 Cullen/Frost Bankers shares in Q1 2025, an estimated $16K.
Cullen/Frost Bankers made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1113 holding.
Lindbrook Capital first reported a position in Cullen/Frost Bankers in Q4 2018 and has held it in 26 quarters since.
Lindbrook Capital's Cullen/Frost Bankers position peaked at $56.5K in Q4 2024.
480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.