Charles Schwab’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-358,052
| Closed | -$5.42M | – | 3523 |
|
|
2024
Q4 | $5.42M | Buy |
358,052
+2,547
| +0.7% | +$42.1K | ﹤0.01% | 2301 |
|
|
2024
Q3 | $5.93M | Buy |
355,505
+7,823
| +2% | +$132K | ﹤0.01% | 2278 |
|
|
2024
Q2 | $4.87M | Buy |
347,682
+7,592
| +2% | +$98.1K | ﹤0.01% | 2367 |
|
|
2024
Q1 | $4.71M | Buy |
340,090
+2,191
| +0.6% | +$29.3K | ﹤0.01% | 2307 |
|
|
2023
Q4 | $4.59M | Buy |
337,899
+552
| +0.2% | +$6.32K | ﹤0.01% | 2349 |
|
|
2023
Q3 | $3.4M | Buy |
337,347
+16,750
| +5% | +$182K | ﹤0.01% | 2422 |
|
|
2023
Q2 | $3.21M | Buy |
320,597
+3,298
| +1% | +$34K | ﹤0.01% | 2401 |
|
|
2023
Q1 | $3.33M | Sell |
317,299
-3,043
| -0.9% | -$38.9K | ﹤0.01% | 2373 |
|
|
2022
Q4 | $3.98M | Buy |
320,342
+565
| +0.2% | +$7.51K | ﹤0.01% | 2331 |
|
|
2022
Q3 | $4.17M | Buy |
319,777
+4,250
| +1% | +$57.6K | ﹤0.01% | 2305 |
|
|
2022
Q2 | $4.17M | Sell |
315,527
-11,639
| -4% | -$157K | ﹤0.01% | 2265 |
|
|
2022
Q1 | $5.16M | Buy |
327,166
+6,307
| +2% | +$99.9K | ﹤0.01% | 2261 |
|
|
2021
Q4 | $5.01M | Buy |
320,859
+3,179
| +1% | +$46.2K | ﹤0.01% | 2355 |
|
|
2021
Q3 | $4.13M | Sell |
317,680
-5,229
| -2% | -$69.2K | ﹤0.01% | 2459 |
|
|
2021
Q2 | $4.44M | Buy |
322,909
+2,173
| +0.7% | +$31.4K | ﹤0.01% | 2410 |
|
|
2021
Q1 | $4.42M | Buy |
320,736
+6,489
| +2% | +$83.6K | ﹤0.01% | 2359 |
|
|
2020
Q4 | $3.38M | Buy |
314,247
+6,919
| +2% | +$66.5K | ﹤0.01% | 2407 |
|
|
2020
Q3 | $2.67M | Buy |
307,328
+172,859
| +129% | +$1.63M | ﹤0.01% | 2388 |
|
|
2020
Q2 | $1.32M | Buy |
134,469
+5,721
| +4% | +$52.3K | ﹤0.01% | 2552 |
|
|
2020
Q1 | $1.08M | Buy |
128,748
+87,195
| +210% | +$1.05M | ﹤0.01% | 2470 |
|
|
2019
Q4 | $600K | Buy |
41,553
+491
| +1% | +$6.62K | ﹤0.01% | 2755 |
|
|
2019
Q3 | $588K | Buy |
+41,062
| New | +$592K | ﹤0.01% | 2736 |
|
Charles Schwab's CFB Position: Q1 2025 in Review
Charles Schwab sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2025, closing a stake of 358,052 shares — an estimated $5.42M sold.
Charles Schwab first reported a position in CFB in Q3 2019 and held it in 22 quarters. The position peaked at $5.93M in Q3 2024. 0 funds tracked by Wall St. Rank hold CFB as of Q1 2025.
- Charles Schwab reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
- Charles Schwab sold 358,052 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2025, an estimated $5.42M.
- Charles Schwab first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q3 2019 and held it in 22 quarters.
- Charles Schwab's CrossFirst Bankshares, Inc. Common Stock position peaked at $5.93M in Q3 2024.
- 0 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2025.
Based on Charles Schwab's 13F filing for Q1 2025, filed 9 May 2025.