EWA
CFB

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

EP Wealth Advisors’s Portfolio CFB Stock Details CFB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,828
Closed -$225K – 1379
2024
Q4 		$225K Buy
14,828
+2,197
+17% +$33.3K ﹤0.01% 1016
2024
Q3 		$211K Buy
+12,631
New +$211K ﹤0.01% 1024