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Essential Partners’s CF Bankshares CFBK Stock Holding History

Essential 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
Q3 		$1.83K Hold
54
– – ﹤0.01% 1952
2026
Q2 		$1.77K Sell
54
-71
-57% -$2.06K ﹤0.01% 2025
2026
Q1 		$3.49K Buy
125
+1
+0.8% +$29 ﹤0.01% 1757
2025
Q4 		$3.09K Sell
124
-22
-15% -$525 ﹤0.01% 1626
2025
Q3 		$3.5K Buy
+146
New +$3.55K ﹤0.01% 1568

Other funds holding CFBK

DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
WRCM
Western Reserve Capital Management Hudson, Ohio $141M AUM 17.32% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's CFBK Position: Q3 2026 in Review

Essential Partners held its CF Bankshares (CFBK) position steady in Q3 2026 at 54 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Essential Partners first reported a position in CFBK in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.5K in Q3 2025. 11 funds tracked by Wall St. Rank hold CFBK as of Q3 2026.

  • Essential Partners held 54 shares of CF Bankshares worth $1.83K as of Q3 2026.
  • Essential Partners left its CF Bankshares share count unchanged in Q3 2026.
  • CF Bankshares made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1952 holding.
  • Essential Partners first reported a position in CF Bankshares in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's CF Bankshares position peaked at $3.5K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held CF Bankshares as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.