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

EP Wealth 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
2025 Q1	–	Sell	-14,828	Closed	-$225K	–	1378
2024 Q4	$225K	Buy	14,828 +2,197	+17%	+$36.3K	﹤0.01%	1016
2024 Q3	$211K	Buy	+12,631	New	+$213K	﹤0.01%	1024

EP Wealth Advisors's CFB Position: Q1 2025 in Review

EP Wealth Advisors sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2025, closing a stake of 14,828 shares — an estimated $225K sold.

EP Wealth Advisors first reported a position in CFB in Q3 2024 and held it in 2 quarters. The position peaked at $225K in Q4 2024. 0 funds tracked by Wall St. Rank hold CFB as of Q1 2025.

EP Wealth Advisors reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
EP Wealth Advisors sold 14,828 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2025, an estimated $225K.
EP Wealth Advisors first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q3 2024 and held it in 2 quarters.
EP Wealth Advisors's CrossFirst Bankshares, Inc. Common Stock position peaked at $225K in Q4 2024.
0 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.