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

Parkworth 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
Q2 		$514 Buy
4
+2
+100% +$245 ﹤0.01% 634
2025
Q1 		$250 Hold
2
– – ﹤0.01% 653
2024
Q4 		$269 Buy
+2
New +$263 ﹤0.01% 650

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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Parkworth Wealth Management's CFR Position: Q2 2025 in Review

Parkworth Wealth Management increased its Cullen/Frost Bankers (CFR) stake by 100% in Q2 2025, buying an estimated $245 and bringing the position to 4 shares worth $514. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Parkworth Wealth Management first reported a position in CFR in Q4 2024 and has held it in 3 quarters since. 480 funds tracked by Wall St. Rank hold CFR as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of Cullen/Frost Bankers worth $514 as of Q2 2025.
  • Parkworth Wealth Management bought 2 Cullen/Frost Bankers shares in Q2 2025, an estimated $245.
  • Cullen/Frost Bankers made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #634 holding.
  • Parkworth Wealth Management first reported a position in Cullen/Frost Bankers in Q4 2024 and has held it in 3 quarters since.
  • 480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.