ORG Partners’s Cullen/Frost Bankers CFR Stock Holding History

ORG Partners’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	–	Sell	-15	Closed	-$1.85K	–	1540
2025 Q1	$1.85K	Buy	+15	New	+$2.02K	﹤0.01%	1090

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

ORG Partners's CFR Position: Q2 2025 in Review

ORG Partners sold out of Cullen/Frost Bankers (CFR) in Q2 2025, closing a stake of 15 shares — an estimated $1.85K sold.

ORG Partners first reported a position in CFR in Q1 2025 and held it in 1 quarter. The position peaked at $1.85K in Q1 2025. 480 funds tracked by Wall St. Rank hold CFR as of Q2 2025.

ORG Partners reported no remaining Cullen/Frost Bankers position as of Q2 2025 after selling out during the quarter.
ORG Partners sold 15 Cullen/Frost Bankers shares in Q2 2025, an estimated $1.85K.
ORG Partners first reported a position in Cullen/Frost Bankers in Q1 2025 and held it in 1 quarter.
ORG Partners's Cullen/Frost Bankers position peaked at $1.85K in Q1 2025.
480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.