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Nova Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

Nova Wealth Management’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
-7
Closed -$911 – 617
2025
Q2 		$911 Buy
+7
New +$856 ﹤0.01% 671

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

Nova Wealth Management's CFR Position: Q3 2025 in Review

Nova Wealth Management sold out of Cullen/Frost Bankers (CFR) in Q3 2025, closing a stake of 7 shares — an estimated $911 sold.

Nova Wealth Management first reported a position in CFR in Q2 2025 and held it in 1 quarter. The position peaked at $911 in Q2 2025. 478 funds tracked by Wall St. Rank hold CFR as of Q3 2025.

  • Nova Wealth Management reported no remaining Cullen/Frost Bankers position as of Q3 2025 after selling out during the quarter.
  • Nova Wealth Management sold 7 Cullen/Frost Bankers shares in Q3 2025, an estimated $911.
  • Nova Wealth Management first reported a position in Cullen/Frost Bankers in Q2 2025 and held it in 1 quarter.
  • Nova Wealth Management's Cullen/Frost Bankers position peaked at $911 in Q2 2025.
  • 478 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2025.

Based on Nova Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.