WCM Investment Management
CFR icon

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

WCM 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
Q2 		– Sell
-47,220
Closed -$5.88M – 226
2025
Q1 		$5.88M Sell
47,220
-2,136
-4% -$287K 0.02% 163
2024
Q4 		$6.65M Buy
49,356
+29,277
+146% +$3.85M 0.02% 165
2024
Q3 		$2.23M Buy
20,079
+15,514
+340% +$1.7M 0.01% 196
2024
Q2 		$454K Buy
4,565
+1,984
+77% +$208K ﹤0.01% 233
2024
Q1 		$291K Buy
2,581
+167
+7% +$17.8K ﹤0.01% 224
2023
Q4 		$265K Buy
+2,414
New +$234K ﹤0.01% 226

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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

WCM Investment Management's CFR Position: Q2 2025 in Review

WCM Investment Management sold out of Cullen/Frost Bankers (CFR) in Q2 2025, closing a stake of 47,220 shares — an estimated $5.88M sold.

WCM Investment Management first reported a position in CFR in Q4 2023 and held it in 6 quarters. The position peaked at $6.65M in Q4 2024. 480 funds tracked by Wall St. Rank hold CFR as of Q2 2025.

  • WCM Investment Management reported no remaining Cullen/Frost Bankers position as of Q2 2025 after selling out during the quarter.
  • WCM Investment Management sold 47,220 Cullen/Frost Bankers shares in Q2 2025, an estimated $5.88M.
  • WCM Investment Management first reported a position in Cullen/Frost Bankers in Q4 2023 and held it in 6 quarters.
  • WCM Investment Management's Cullen/Frost Bankers position peaked at $6.65M in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2025.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.