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

SkyOak 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 Q2	–	Sell	-1,845	Closed	-$231K	–	251
2025 Q1	$231K	Buy	+1,845	New	+$248K	0.05%	210

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

SkyOak Wealth's CFR Position: Q2 2025 in Review

SkyOak Wealth sold out of Cullen/Frost Bankers (CFR) in Q2 2025, closing a stake of 1,845 shares — an estimated $231K sold.

SkyOak Wealth first reported a position in CFR in Q1 2025 and held it in 1 quarter. The position peaked at $231K in Q1 2025. 480 funds tracked by Wall St. Rank hold CFR as of Q2 2025.

SkyOak Wealth reported no remaining Cullen/Frost Bankers position as of Q2 2025 after selling out during the quarter.
SkyOak Wealth sold 1,845 Cullen/Frost Bankers shares in Q2 2025, an estimated $231K.
SkyOak Wealth first reported a position in Cullen/Frost Bankers in Q1 2025 and held it in 1 quarter.
SkyOak Wealth's Cullen/Frost Bankers position peaked at $231K in Q1 2025.
480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2025.

Based on SkyOak Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.