Empirical Wealth Management’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Empirical Wealth Management’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
2025 Q1	–	Sell	-26,064	Closed	-$395K	–	724
2024 Q4	$395K	Buy	26,064 +5,116	+24%	+$84.6K	0.01%	440
2024 Q3	$350K	Buy	20,948 +6,826	+48%	+$115K	0.01%	442
2024 Q2	$198K	Buy	+14,122	New	+$183K	0.01%	541

Empirical Wealth Management's CFB Position: Q1 2025 in Review

Empirical Wealth Management sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2025, closing a stake of 26,064 shares — an estimated $395K sold.

Empirical Wealth Management first reported a position in CFB in Q2 2024 and held it in 3 quarters. The position peaked at $395K in Q4 2024. 0 funds tracked by Wall St. Rank hold CFB as of Q1 2025.

Empirical Wealth Management reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
Empirical Wealth Management sold 26,064 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2025, an estimated $395K.
Empirical Wealth Management first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q2 2024 and held it in 3 quarters.
Empirical Wealth Management's CrossFirst Bankshares, Inc. Common Stock position peaked at $395K in Q4 2024.
0 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2025.

Based on Empirical Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.