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Wood Tarver Financial Group’s Cullen/Frost Bankers CFR Stock Holding History

Wood Tarver Financial Group’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
-34
Closed -$4K – 240
2025
Q2 		$4K Hold
34
– – ﹤0.01% 474
2025
Q1 		$4.26K Hold
34
– – ﹤0.01% 474
2024
Q4 		$4K Buy
+34
New +$4.47K ﹤0.01% 459

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

Wood Tarver Financial Group's CFR Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Cullen/Frost Bankers (CFR) in Q3 2025, closing a stake of 34 shares — an estimated $4K sold.

Wood Tarver Financial Group first reported a position in CFR in Q4 2024 and held it in 3 quarters. The position peaked at $4.26K in Q1 2025. 478 funds tracked by Wall St. Rank hold CFR as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Cullen/Frost Bankers position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 34 Cullen/Frost Bankers shares in Q3 2025, an estimated $4K.
  • Wood Tarver Financial Group first reported a position in Cullen/Frost Bankers in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Cullen/Frost Bankers position peaked at $4.26K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.