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

Barber Financial Group’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
2023 Q1	$262K	Hold	25,000	–	–	0.05%	114
2022 Q4	$310K	Hold	25,000	–	–	0.09%	98
2022 Q3	$326K	Hold	25,000	–	–	0.09%	92
2022 Q2	$330K	Hold	25,000	–	–	0.05%	100
2022 Q1	$394K	Hold	25,000	–	–	0.05%	97
2021 Q4	$390K	Hold	25,000	–	–	0.05%	109
2021 Q3	$325K	Hold	25,000	–	–	0.04%	120
2021 Q2	$344K	Hold	25,000	–	–	0.05%	110
2021 Q1	$345K	Hold	25,000	–	–	0.05%	98
2020 Q4	$269K	Hold	25,000	–	–	0.05%	112
2020 Q3	$217K	Hold	25,000	–	–	0.05%	115
2020 Q2	$245K	Buy	+25,000	New	+$229K	0.06%	101

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Barber Financial Group's CFB Position: Q1 2023 in Review

Barber Financial Group held its CrossFirst Bankshares, Inc. Common Stock (CFB) position steady in Q1 2023 at 25,000 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #114.

Barber Financial Group first reported a position in CFB in Q2 2020 and has held it in 12 quarters since. The position peaked at $394K in Q1 2022. 122 funds tracked by Wall St. Rank hold CFB as of Q1 2023.

Barber Financial Group held 25,000 shares of CrossFirst Bankshares, Inc. Common Stock worth $262K as of Q1 2023.
Barber Financial Group left its CrossFirst Bankshares, Inc. Common Stock share count unchanged in Q1 2023.
CrossFirst Bankshares, Inc. Common Stock made up 0.05% of Barber Financial Group's portfolio in Q1 2023, its #114 holding.
Barber Financial Group first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q2 2020 and has held it in 12 quarters since.
Barber Financial Group's CrossFirst Bankshares, Inc. Common Stock position peaked at $394K in Q1 2022.
122 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.