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Corient Private Wealth’s
CF Bankshares
CFBK
Stock Holding History
Corient Private Wealth’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
Q1
$330K
Sell
11,815
-9,391
-44%
-$274K
﹤0.01%
2269
2025
Q4
$529K
Buy
21,206
+9,391
+79%
+$224K
﹤0.01%
2272
2025
Q3
$283K
Hold
11,815
–
–
﹤0.01%
2157
2025
Q2
$283K
Hold
11,815
–
–
﹤0.01%
2023
2025
Q1
$260K
Hold
11,815
–
–
﹤0.01%
1928
2024
Q4
$302K
Hold
11,815
–
–
﹤0.01%
1891
2024
Q3
$256K
Buy
+11,815
New
+$249K
﹤0.01%
2093
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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