Clearstead Advisors’s CF Bankshares CFBK Stock Holding History

Clearstead Advisors’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
2025 Q4	–	Sell	-8	Closed	-$192	–	2833
2025 Q3	$192	Buy	+8	New	+$194	﹤0.01%	2867

Other funds holding CFBK

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

GCWM

Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $137M AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Clearstead Advisors's CFBK Position: Q4 2025 in Review

Clearstead Advisors sold out of CF Bankshares (CFBK) in Q4 2025, closing a stake of 8 shares — an estimated $192 sold.

Clearstead Advisors first reported a position in CFBK in Q3 2025 and held it in 1 quarter. The position peaked at $192 in Q3 2025. 82 funds tracked by Wall St. Rank hold CFBK as of Q4 2025.

Clearstead Advisors reported no remaining CF Bankshares position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 8 CF Bankshares shares in Q4 2025, an estimated $192.
Clearstead Advisors first reported a position in CF Bankshares in Q3 2025 and held it in 1 quarter.
Clearstead Advisors's CF Bankshares position peaked at $192 in Q3 2025.
82 funds tracked by Wall St. Rank held CF Bankshares as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.