SEC 13F Intelligence

Montrusco Bolton Investments Inc. / CFR

Montrusco Bolton Investments Inc.’s Cullen Frost Bankers Inc Position

Does Montrusco Bolton Investments Inc. own Cullen Frost Bankers Inc (CFR)? Not currently — the last reported position was 835.3K shares worth $105M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$105M
Q1 2025
Shares
835.3K
% of Portfolio
+1.37%
Quarters Held
26
position exited

Position History CFR

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $11MQ2 ’19: $12MQ3 ’19: $16MQ4 ’19: $16MQ4 ’19Q1 ’20: $14MQ2 ’20: $17MQ3 ’20: $32MQ4 ’20: $41MQ4 ’20Q1 ’21: $42MQ2 ’21: $39MQ3 ’21: $34MQ4 ’21: $56MQ4 ’21Q1 ’22: $67MQ2 ’22: $59MQ3 ’22: $56MQ4 ’22: $47MQ4 ’22Q1 ’23: $60MQ2 ’23: $62MQ3 ’23: $59MQ4 ’23: $71MQ4 ’23Q1 ’24: $80MQ2 ’24: $112MQ3 ’24: $135MQ4 ’24: $114MQ4 ’24Q1 ’25: $105Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025835.3K$105M+1.37%
Q4 2024848.9K$114M+1.38%
Q3 20241.21M$135M+1.43%
Q2 20241.10M$112M+1.17%
Q1 2024709.5K$80M+0.85%
Q4 2023656.5K$71M+0.88%
Q3 2023648.0K$59M+0.86%
Q2 2023575.5K$62M+0.96%
Q1 2023567.5K$60M+1.24%
Q4 2022351.6K$47M+1.09%
Q3 2022423.0K$56M+1.47%
Q2 2022510.9K$59M+1.58%
Q1 2022481.6K$67M+1.54%
Q4 2021443.8K$56M+1.32%
Q3 2021290.5K$34M+0.94%
Q2 2021345.0K$39M+1.16%
Q1 2021385.8K$42M+1.37%
Q4 2020465.0K$41M+1.78%
Q3 2020506.7K$32M+1.63%
Q2 2020240.0K$17M+0.99%
Q1 2020259.2K$14M+1.14%
Q4 2019166.2K$16M+0.94%
Q3 2019182.4K$16M+0.97%
Q2 2019123.3K$12M+0.75%
Q1 2019108.7K$11M+0.71%
Q4 2018172.5K$15M+1.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Montrusco Bolton Investments Inc.’s full portfolio or all institutional holders of CFR.