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

Rise 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
Q4 		– Sell
-137
Closed -$17.3K – 339
2025
Q3 		$17.3K Buy
137
+1
+0.7% +$130 0.01% 665
2025
Q2 		$17.4K Buy
136
+1
+0.7% +$122 0.01% 618
2025
Q1 		$16.9K Sell
135
-75
-36% -$10.1K 0.01% 611
2024
Q4 		$28.2K Buy
210
+1
+0.5% +$131 0.01% 432
2024
Q3 		$23.3K Buy
209
+2
+1% +$219 0.01% 580
2024
Q2 		$21K Buy
207
+2
+1% +$209 0.01% 607
2024
Q1 		$23K Buy
+205
New +$21.9K 0.01% 550

Other funds holding CFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Rise Advisors's CFR Position: Q4 2025 in Review

Rise Advisors sold out of Cullen/Frost Bankers (CFR) in Q4 2025, closing a stake of 137 shares — an estimated $17.3K sold.

Rise Advisors first reported a position in CFR in Q1 2024 and held it in 7 quarters. The position peaked at $28.2K in Q4 2024. 529 funds tracked by Wall St. Rank hold CFR as of Q4 2025.

  • Rise Advisors reported no remaining Cullen/Frost Bankers position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 137 Cullen/Frost Bankers shares in Q4 2025, an estimated $17.3K.
  • Rise Advisors first reported a position in Cullen/Frost Bankers in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Cullen/Frost Bankers position peaked at $28.2K in Q4 2024.
  • 529 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.