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Balanced Wealth Group’s CF Bankshares CFBK Stock Holding History

Balanced Wealth Group’s Portfolio CFBK Stock Details CFBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Buy
+7,078
New +$206K 0.07% 74

Other funds holding CFBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Balanced Wealth Group's CFBK Position: Q2 2026 in Review

Balanced Wealth Group opened a new position in CF Bankshares (CFBK) in Q2 2026: 7,078 shares worth $232K. The stake represents 0.07% of the portfolio and ranks #74 among its holdings.

102 funds tracked by Wall St. Rank hold CFBK as of Q2 2026.

  • Balanced Wealth Group held 7,078 shares of CF Bankshares worth $232K as of Q2 2026.
  • CF Bankshares was a new Balanced Wealth Group position in Q2 2026.
  • CF Bankshares made up 0.07% of Balanced Wealth Group's portfolio in Q2 2026, its #74 holding.
  • 102 funds tracked by Wall St. Rank held CF Bankshares as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.