Wedmont Private Capital’s Cullen/Frost Bankers CFR Stock Holding History

Wedmont Private Capital’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
2026 Q2	$202K	Buy	+1,288	New	+$183K	0.01%	916
2025 Q4	–	Sell	-1,687	Closed	-$215K	–	811
2025 Q3	$215K	Buy	1,687 +99	+6%	+$12.9K	0.01%	739
2025 Q2	$217K	Buy	+1,588	New	+$194K	0.01%	699
2023 Q3	–	Sell	-2,597	Closed	-$282K	–	509
2023 Q2	$282K	Buy	+2,597	New	+$271K	0.03%	391

Other funds holding CFR

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return