Oliver Lagore Vanvalin Investment Group’s Cullen/Frost Bankers CFR Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$74.7K	Buy	+597	New	+$73K	0.03%	207
2024 Q4	$80.1K	Hold	597	–	–	0.02%	205
2024 Q3	$66.8K	Hold	597	–	–	0.02%	219
2024 Q2	$60.7K	Hold	597	–	–	0.02%	218
2024 Q1	$67.2K	Hold	597	–	–	0.02%	222
2023 Q4	$64.8K	Hold	597	–	–	0.02%	192
2023 Q3	$54.5K	Hold	597	–	–	0.02%	230
2023 Q2	$64.2K	Hold	597	–	–	0.02%	221
2023 Q1	$62.9K	Hold	597	–	–	0.03%	176
2022 Q4	$79.8K	Sell	597 -3	-0.5%	-$426	0.05%	140
2022 Q3	$79K	Hold	600	–	–	0.05%	134
2022 Q2	$70K	Sell	600 -175	-23%	-$22.4K	0.04%	150
2022 Q1	$107K	Buy	+775	New	+$108K	0.07%	122

Other funds holding CFR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's CFR Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Cullen/Frost Bankers (CFR) in Q2 2025: 597 shares worth $74.7K. The stake represents 0.03% of the portfolio and ranks #207 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in CFR as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in CFR in Q1 2022 and has held it in 13 quarters since. The position peaked at $107K in Q1 2022. 480 funds tracked by Wall St. Rank hold CFR as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 597 shares of Cullen/Frost Bankers worth $74.7K as of Q2 2025.
Cullen/Frost Bankers was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Cullen/Frost Bankers made up 0.03% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #207 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Cullen/Frost Bankers in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Cullen/Frost Bankers position peaked at $107K in Q1 2022.
480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.