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

VELA 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
Q3 		– Sell
-7,148
Closed -$919K – 177
2025
Q2 		$919K Sell
7,148
-1,225
-15% -$150K 0.25% 114
2025
Q1 		$1.05M Sell
8,373
-8,638
-51% -$1.16M 0.33% 97
2024
Q4 		$2.28M Sell
17,011
-44
-0.3% -$5.78K 0.64% 58
2024
Q3 		$1.91M Buy
17,055
+14,541
+578% +$1.59M 0.59% 55
2024
Q2 		$255K Sell
2,514
-1,400
-36% -$147K 0.08% 157
2024
Q1 		$441K Sell
3,914
-393
-9% -$42K 0.15% 138
2023
Q4 		$467K Sell
4,307
-7,268
-63% -$706K 0.18% 129
2023
Q3 		$1.06M Sell
11,575
-14,003
-55% -$1.42M 0.46% 72
2023
Q2 		$2.75M Buy
25,578
+4,046
+19% +$423K 1.27% 19
2023
Q1 		$2.27M Buy
+21,532
New +$2.68M 1.03% 27
2022
Q3 		– Sell
-8,226
Closed -$958K – 138
2022
Q2 		$958K Buy
8,226
+35
+0.4% +$4.47K 0.55% 60
2022
Q1 		$1.13M Buy
8,191
+26
+0.3% +$3.62K 0.71% 48
2021
Q4 		$1.03M Buy
+8,165
New +$1.05M 0.69% 49

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

VELA Investment Management's CFR Position: Q3 2025 in Review

VELA Investment Management sold out of Cullen/Frost Bankers (CFR) in Q3 2025, closing a stake of 7,148 shares — an estimated $919K sold.

VELA Investment Management first reported a position in CFR in Q4 2021 and held it in 13 quarters. The position peaked at $2.75M in Q2 2023. 478 funds tracked by Wall St. Rank hold CFR as of Q3 2025.

  • VELA Investment Management reported no remaining Cullen/Frost Bankers position as of Q3 2025 after selling out during the quarter.
  • VELA Investment Management sold 7,148 Cullen/Frost Bankers shares in Q3 2025, an estimated $919K.
  • VELA Investment Management first reported a position in Cullen/Frost Bankers in Q4 2021 and held it in 13 quarters.
  • VELA Investment Management's Cullen/Frost Bankers position peaked at $2.75M in Q2 2023.
  • 478 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2025.

Based on VELA Investment Management's 13F filing for Q3 2025, filed 30 Oct 2025.