BHZ Capital Management’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

BHZ Capital Management’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 Q4	–	Sell	-24,100	Closed	-$243K	–	70
2023 Q3	$243K	Sell	24,100 -9,760	-29%	-$106K	0.2%	61
2023 Q2	$339K	Sell	33,860 -10,949	-24%	-$113K	0.24%	62
2023 Q1	$470K	Buy	+44,809	New	+$573K	0.22%	75
2022 Q2	–	Sell	-11,177	Closed	-$176K	–	140
2022 Q1	$176K	Hold	11,177	–	–	0.06%	140
2021 Q4	$174K	Buy	+11,177	New	+$163K	0.06%	131

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

BFC

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BHZ Capital Management's CFB Position: Q4 2023 in Review

BHZ Capital Management sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q4 2023, closing a stake of 24,100 shares — an estimated $243K sold.

BHZ Capital Management first reported a position in CFB in Q4 2021 and held it in 5 quarters. The position peaked at $470K in Q1 2023. 138 funds tracked by Wall St. Rank hold CFB as of Q4 2023.

BHZ Capital Management reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
BHZ Capital Management sold 24,100 CrossFirst Bankshares, Inc. Common Stock shares in Q4 2023, an estimated $243K.
BHZ Capital Management first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q4 2021 and held it in 5 quarters.
BHZ Capital Management's CrossFirst Bankshares, Inc. Common Stock position peaked at $470K in Q1 2023.
138 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q4 2023.

Based on BHZ Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.