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Schulz Wealth’s Cullen/Frost Bankers CFR Stock Holding History

Schulz Wealth’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
Q3 		– Sell
-1,985
Closed -$255K – 65
2025
Q2 		$255K Hold
1,985
– – 0.19% 57
2025
Q1 		$249K Buy
1,985
+9
+0.5% +$1.21K 0.19% 55
2024
Q4 		$265K Hold
1,976
– – 0.2% 52
2024
Q3 		$221K Hold
1,976
– – 0.17% 55
2024
Q2 		$201K Hold
1,976
– – 0.17% 57
2024
Q1 		$222K Hold
1,976
– – 0.19% 53
2023
Q4 		$214K Buy
+1,976
New +$192K 0.21% 51

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
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

Schulz Wealth's CFR Position: Q3 2025 in Review

Schulz Wealth sold out of Cullen/Frost Bankers (CFR) in Q3 2025, closing a stake of 1,985 shares — an estimated $255K sold.

Schulz Wealth first reported a position in CFR in Q4 2023 and held it in 7 quarters. The position peaked at $265K in Q4 2024. 478 funds tracked by Wall St. Rank hold CFR as of Q3 2025.

  • Schulz Wealth reported no remaining Cullen/Frost Bankers position as of Q3 2025 after selling out during the quarter.
  • Schulz Wealth sold 1,985 Cullen/Frost Bankers shares in Q3 2025, an estimated $255K.
  • Schulz Wealth first reported a position in Cullen/Frost Bankers in Q4 2023 and held it in 7 quarters.
  • Schulz Wealth's Cullen/Frost Bankers position peaked at $265K in Q4 2024.
  • 478 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2025.

Based on Schulz Wealth's 13F filing for Q3 2025, filed 17 Oct 2025.