Sandy Spring Bank’s Cullen/Frost Bankers CFR Stock Holding History

Sandy Spring Bank’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 Q1	–	Sell	-23	Closed	-$3.09K	–	1236
2024 Q4	$3.09K	Buy	+23	New	+$3.02K	﹤0.01%	1013
2022 Q3	–	Sell	-21	Closed	-$2K	–	1130
2022 Q2	$2K	Hold	21	–	–	﹤0.01%	1041
2022 Q1	$3K	Hold	21	–	–	﹤0.01%	1015
2021 Q4	$3K	Hold	21	–	–	﹤0.01%	1073
2021 Q3	$2K	Hold	21	–	–	﹤0.01%	1054
2021 Q2	$2K	Buy	+21	New	+$2.45K	﹤0.01%	1065

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sandy Spring Bank's CFR Position: Q1 2025 in Review

Sandy Spring Bank sold out of Cullen/Frost Bankers (CFR) in Q1 2025, closing a stake of 23 shares — an estimated $3.09K sold.

Sandy Spring Bank first reported a position in CFR in Q2 2021 and held it in 6 quarters. The position peaked at $3.09K in Q4 2024. 480 funds tracked by Wall St. Rank hold CFR as of Q1 2025.

Sandy Spring Bank reported no remaining Cullen/Frost Bankers position as of Q1 2025 after selling out during the quarter.
Sandy Spring Bank sold 23 Cullen/Frost Bankers shares in Q1 2025, an estimated $3.09K.
Sandy Spring Bank first reported a position in Cullen/Frost Bankers in Q2 2021 and held it in 6 quarters.
Sandy Spring Bank's Cullen/Frost Bankers position peaked at $3.09K in Q4 2024.
480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.