Tortoise Investment Management’s Cullen/Frost Bankers CFR Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-2	Closed	-$254	–	438
2025 Q3	$254	Buy	2 +1	+100%	+$130	﹤0.01%	1281
2025 Q2	$129	Buy	+1	New	+$122	﹤0.01%	1237
2024 Q3	–	Sell	-18	Closed	-$1.83K	–	893
2024 Q2	$1.83K	Hold	18	–	–	﹤0.01%	788
2024 Q1	$2.03K	Buy	18 +1	+6%	+$107	﹤0.01%	775
2023 Q4	$1.84K	Hold	17	–	–	﹤0.01%	712
2023 Q3	$1.55K	Hold	17	–	–	﹤0.01%	721
2023 Q2	$1.83K	Hold	17	–	–	﹤0.01%	701
2023 Q1	$1.79K	Hold	17	–	–	﹤0.01%	701
2022 Q4	$2.27K	Hold	17	–	–	﹤0.01%	680
2022 Q3	$2K	Sell	17 -20	-54%	-$2.62K	﹤0.01%	681
2022 Q2	$4K	Buy	+37	New	+$4.73K	﹤0.01%	607

Other funds holding CFR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 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

Tortoise Investment Management's CFR Position: Q4 2025 in Review

Tortoise Investment Management sold out of Cullen/Frost Bankers (CFR) in Q4 2025, closing a stake of 2 shares — an estimated $254 sold.

Tortoise Investment Management first reported a position in CFR in Q2 2022 and held it in 11 quarters. The position peaked at $4K in Q2 2022. 529 funds tracked by Wall St. Rank hold CFR as of Q4 2025.

Tortoise Investment Management reported no remaining Cullen/Frost Bankers position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 2 Cullen/Frost Bankers shares in Q4 2025, an estimated $254.
Tortoise Investment Management first reported a position in Cullen/Frost Bankers in Q2 2022 and held it in 11 quarters.
Tortoise Investment Management's Cullen/Frost Bankers position peaked at $4K in Q2 2022.
529 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.