DA
CFB

Denali Advisors’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Denali Advisors’s Portfolio CFB Stock Details CFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21,400
Closed -$296K – 470
2024
Q1 		$296K Hold
21,400
– – 0.09% 190
2023
Q4 		$291K Buy
21,400
+10,700
+100% +$123K 0.09% 197
2023
Q3 		$108K Hold
10,700
– – 0.04% 269
2023
Q2 		$107K Buy
+10,700
New +$110K 0.04% 261

Other funds holding CFB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Denali Advisors's CFB Position: Q2 2024 in Review

Denali Advisors sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q2 2024, closing a stake of 21,400 shares — an estimated $296K sold.

Denali Advisors first reported a position in CFB in Q2 2023 and held it in 4 quarters. The position peaked at $296K in Q1 2024. 133 funds tracked by Wall St. Rank hold CFB as of Q2 2024.

  • Denali Advisors reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 21,400 CrossFirst Bankshares, Inc. Common Stock shares in Q2 2024, an estimated $296K.
  • Denali Advisors first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q2 2023 and held it in 4 quarters.
  • Denali Advisors's CrossFirst Bankshares, Inc. Common Stock position peaked at $296K in Q1 2024.
  • 133 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.