Sugarloaf Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$4.43K	Hold	33	–	–	﹤0.01%	582
2024 Q3	$3.69K	Hold	33	–	–	﹤0.01%	591
2024 Q2	$3.35K	Hold	33	–	–	﹤0.01%	558
2024 Q1	$3.71K	Hold	33	–	–	﹤0.01%	558
2023 Q4	$3.58K	Hold	33	–	–	﹤0.01%	566
2023 Q3	$3.01K	Hold	33	–	–	﹤0.01%	572
2023 Q2	$3.55K	Hold	33	–	–	﹤0.01%	574
2023 Q1	$3.48K	Hold	33	–	–	﹤0.01%	578
2022 Q4	$4.41K	Hold	33	–	–	﹤0.01%	595
2022 Q3	$5K	Hold	33	–	–	﹤0.01%	609
2022 Q2	$4K	Hold	33	–	–	﹤0.01%	625
2022 Q1	$5K	Hold	33	–	–	﹤0.01%	562
2021 Q4	$4K	Hold	33	–	–	﹤0.01%	611
2021 Q3	$4K	Hold	33	–	–	﹤0.01%	623
2021 Q2	$4K	Hold	33	–	–	﹤0.01%	613
2021 Q1	$4	Hold	33	–	–	﹤0.01%	602
2020 Q4	$3K	Hold	33	–	–	﹤0.01%	592
2020 Q3	$2K	Hold	33	–	–	﹤0.01%	607
2020 Q2	$2K	Hold	33	–	–	﹤0.01%	599
2020 Q1	$2K	Hold	33	–	–	﹤0.01%	589
2019 Q4	$3K	Buy	+33	New	+$3.07K	﹤0.01%	595

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

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 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

Sugarloaf Wealth Management's CFR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Cullen/Frost Bankers (CFR) position steady in Q4 2024 at 33 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Sugarloaf Wealth Management first reported a position in CFR in Q4 2019 and has held it in 21 quarters since. The position peaked at $5K in Q3 2022. 457 funds tracked by Wall St. Rank hold CFR as of Q4 2024.

Sugarloaf Wealth Management held 33 shares of Cullen/Frost Bankers worth $4.43K as of Q4 2024.
Sugarloaf Wealth Management left its Cullen/Frost Bankers share count unchanged in Q4 2024.
Cullen/Frost Bankers made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #582 holding.
Sugarloaf Wealth Management first reported a position in Cullen/Frost Bankers in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Cullen/Frost Bankers position peaked at $5K in Q3 2022.
457 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.