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Principal Securities’s Cullen/Frost Bankers CFR Stock Holding History

Principal Securities’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
Q4 		– Sell
-354
Closed -$44.9K – 1695
2025
Q3 		$44.9K Buy
354
+21
+6% +$2.73K ﹤0.01% 1999
2025
Q2 		$42.8K Buy
333
+127
+62% +$15.5K ﹤0.01% 1961
2025
Q1 		$27.7K Hold
206
– – ﹤0.01% 2028
2024
Q4 		$27.7K Buy
206
+18
+10% +$2.36K ﹤0.01% 2024
2024
Q3 		$21K Sell
188
-2
-1% -$219 ﹤0.01% 2094
2024
Q2 		$19.3K Buy
190
+34
+22% +$3.56K ﹤0.01% 2079
2024
Q1 		$17.6K Buy
156
+26
+20% +$2.78K ﹤0.01% 2068
2023
Q4 		$14.1K Buy
+130
New +$12.6K ﹤0.01% 2093

Other funds holding CFR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Principal Securities's CFR Position: Q4 2025 in Review

Principal Securities sold out of Cullen/Frost Bankers (CFR) in Q4 2025, closing a stake of 354 shares — an estimated $44.9K sold.

Principal Securities first reported a position in CFR in Q4 2023 and held it in 8 quarters. The position peaked at $44.9K in Q3 2025. 526 funds tracked by Wall St. Rank hold CFR as of Q4 2025.

  • Principal Securities reported no remaining Cullen/Frost Bankers position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 354 Cullen/Frost Bankers shares in Q4 2025, an estimated $44.9K.
  • Principal Securities first reported a position in Cullen/Frost Bankers in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Cullen/Frost Bankers position peaked at $44.9K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.