Curated Wealth Partners’s CF Bankshares CFBK Stock Holding History

Curated Wealth Partners’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	$17.1K	Buy	+15,000	New	+$436K	﹤0.01%	782

Other funds holding CFBK

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Western Reserve Capital Management Hudson, Ohio $135M AUM

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Curated Wealth Partners's CFBK Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in CF Bankshares (CFBK) in Q2 2026: 15,000 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #782 among its holdings.

12 funds tracked by Wall St. Rank hold CFBK as of Q2 2026.

Curated Wealth Partners held 15,000 shares of CF Bankshares worth $17.1K as of Q2 2026.
CF Bankshares was a new Curated Wealth Partners position in Q2 2026.
CF Bankshares made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #782 holding.
12 funds tracked by Wall St. Rank held CF Bankshares as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.