PSI Advisors’s Cullen/Frost Bankers CFR Stock Holding History

PSI Advisors’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	-1	Closed	-$125	–	193
2025 Q1	$125	Hold	1	–	–	﹤0.01%	726
2024 Q4	$134	Hold	1	–	–	﹤0.01%	853
2024 Q3	$112	Hold	1	–	–	﹤0.01%	859
2024 Q2	$102	Hold	1	–	–	﹤0.01%	842
2024 Q1	$113	Hold	1	–	–	﹤0.01%	781
2023 Q4	$108	Hold	1	–	–	﹤0.01%	847
2023 Q3	$91	Hold	1	–	–	﹤0.01%	832
2023 Q2	$108	Hold	1	–	–	﹤0.01%	819
2023 Q1	$105	Hold	1	–	–	﹤0.01%	768
2022 Q4	$134	Hold	1	–	–	﹤0.01%	745
2022 Q3	$0	Buy	+1	New	+$131	﹤0.01%	773
2022 Q2	–	Sell	-1	Closed	–	–	778
2022 Q1	$0	Hold	1	–	–	﹤0.01%	726
2021 Q4	$0	Buy	+1	New	+$129	﹤0.01%	767

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

PSI Advisors's CFR Position: Q2 2025 in Review

PSI Advisors sold out of Cullen/Frost Bankers (CFR) in Q2 2025, closing a stake of 1 share — an estimated $125 sold.

PSI Advisors first reported a position in CFR in Q4 2021 and held it in 13 quarters. The position peaked at $134 in Q4 2024. 480 funds tracked by Wall St. Rank hold CFR as of Q2 2025.

PSI Advisors reported no remaining Cullen/Frost Bankers position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 1 Cullen/Frost Bankers share in Q2 2025, an estimated $125.
PSI Advisors first reported a position in Cullen/Frost Bankers in Q4 2021 and held it in 13 quarters.
PSI Advisors's Cullen/Frost Bankers position peaked at $134 in Q4 2024.
480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.