CFR β€” CULLEN FROST BANKERS INC

Ownership history in Key FInancial Inc  Β·  4 quarters on record

AI Ownership Summary

Key FInancial Inc reported CULLEN FROST BANKERS INC (CFR) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows CFR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Key FInancial Inc's position in CULLEN FROST BANKERS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CFR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Key FInancial Inc held CFR β€” position size vs. price
% of Fund (quarterly)    CFR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 19 β€” 0% 0.00% $2K 2025-11-05 $122.23
2025 Q2 UNCHANGED 19 β€” 0% 0.00% $2K 2025-08-05 $122.78
2025 Q1 UNCHANGED 19 β€” 0% 0.00% $2K 2025-05-01 $116.73
2024 Q4 INITIATED 19 β€” β€” 0.00% $3K 2025-01-31 $134.28

FAQ About Key FInancial Inc and CFR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Key FInancial Inc reported owning CFR?

Key FInancial Inc reported CFR across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported CFR position in Key FInancial Inc's portfolio?

The largest reported portfolio weight for CFR was 0.00% in 2024 Q4.

What is the latest reported CFR position on this page?

The most recent filing on this page is 2025 Q3, when Key FInancial Inc reported 19 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this CFR ownership page compare?

The chart compares Key FInancial Inc's quarterly CFR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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