WBC
CFR icon

West Branch Capital’s Cullen/Frost Bankers CFR Stock Holding History

West Branch 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
2025
Q2 		– Sell
-1
Closed -$126 – 483
2025
Q1 		$126 Hold
1
– – ﹤0.01% 505
2024
Q4 		$135 Hold
1
– – ﹤0.01% 502
2024
Q3 		$112 Buy
+1
New +$109 ﹤0.01% 528

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

West Branch Capital's CFR Position: Q2 2025 in Review

West Branch Capital sold out of Cullen/Frost Bankers (CFR) in Q2 2025, closing a stake of 1 share — an estimated $126 sold.

West Branch Capital first reported a position in CFR in Q3 2024 and held it in 3 quarters. The position peaked at $135 in Q4 2024. 480 funds tracked by Wall St. Rank hold CFR as of Q2 2025.

  • West Branch Capital reported no remaining Cullen/Frost Bankers position as of Q2 2025 after selling out during the quarter.
  • West Branch Capital sold 1 Cullen/Frost Bankers share in Q2 2025, an estimated $126.
  • West Branch Capital first reported a position in Cullen/Frost Bankers in Q3 2024 and held it in 3 quarters.
  • West Branch Capital's Cullen/Frost Bankers position peaked at $135 in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.