Corient Private Wealth
CFBK icon

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
Q2 		$396K Buy
12,084
+269
+2% +$7.81K ﹤0.01% 2393
2026
Q1 		$330K Hold
11,815
– – ﹤0.01% 2269
2025
Q4 		$295K Hold
11,815
– – ﹤0.01% 2181
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

Other funds holding CFBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Corient Private Wealth's CFBK Position: Q2 2026 in Review

Corient Private Wealth increased its CF Bankshares (CFBK) stake by 2.3% in Q2 2026, buying an estimated $7.81K and bringing the position to 12,084 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

Corient Private Wealth first reported a position in CFBK in Q3 2024 and has held it in 8 quarters since. 102 funds tracked by Wall St. Rank hold CFBK as of Q2 2026.

  • Corient Private Wealth held 12,084 shares of CF Bankshares worth $396K as of Q2 2026.
  • Corient Private Wealth bought 269 CF Bankshares shares in Q2 2026, an estimated $7.81K.
  • CF Bankshares made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2393 holding.
  • Corient Private Wealth first reported a position in CF Bankshares in Q3 2024 and has held it in 8 quarters since.
  • 102 funds tracked by Wall St. Rank held CF Bankshares as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.