Allworth Financial’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Allworth Financial’s Portfolio CFB Stock Details CFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9	Closed	-$123	–	3693
2023 Q4	$123	Buy	+9	New	+$103	﹤0.01%	3339
2023 Q3	–	Sell	-105	Closed	-$1.05K	–	3567
2023 Q2	$1.05K	Buy	+105	New	+$1.08K	﹤0.01%	2714
2022 Q4	–	Sell	-92	Closed	-$1K	–	3235
2022 Q3	$1K	Buy	92 +55	+149%	+$745	﹤0.01%	2570
2022 Q2	$0	Buy	+37	New	+$498	﹤0.01%	2894

Other funds holding CFB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allworth Financial's CFB Position: Q1 2024 in Review

Allworth Financial sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2024, closing a stake of 9 shares — an estimated $123 sold.

Allworth Financial first reported a position in CFB in Q2 2022 and held it in 4 quarters. The position peaked at $1.05K in Q2 2023. 145 funds tracked by Wall St. Rank hold CFB as of Q1 2024.

Allworth Financial reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Allworth Financial sold 9 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2024, an estimated $123.
Allworth Financial first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q2 2022 and held it in 4 quarters.
Allworth Financial's CrossFirst Bankshares, Inc. Common Stock position peaked at $1.05K in Q2 2023.
145 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2024.

Based on Allworth Financial's 13F filing for Q1 2024, filed 25 Apr 2024.