Everhart Financial Group’s CF Bankshares CFBK Stock Holding History

Everhart Financial Group’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 Q2	$298K	Hold	9,090	–	–	0.02%	369
2026 Q1	$254K	Hold	9,090	–	–	0.02%	392
2025 Q4	$227K	Buy	+9,090	New	+$217K	0.02%	384

Other funds holding CFBK

DSC

Daytona Street Capital Saint Louis, Missouri $137M AUM

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

WRCM

Western Reserve Capital Management Hudson, Ohio $135M AUM

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

RIS

Retirement Income Solutions Ann Arbor, Michigan $581M AUM 19.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Everhart Financial Group's CFBK Position: Q2 2026 in Review

Everhart Financial Group held its CF Bankshares (CFBK) position steady in Q2 2026 at 9,090 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #369.

Everhart Financial Group first reported a position in CFBK in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold CFBK as of Q2 2026.

Everhart Financial Group held 9,090 shares of CF Bankshares worth $298K as of Q2 2026.
Everhart Financial Group left its CF Bankshares share count unchanged in Q2 2026.
CF Bankshares made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #369 holding.
Everhart Financial Group first reported a position in CF Bankshares in Q4 2025 and has held it in 3 quarters since.
23 funds tracked by Wall St. Rank held CF Bankshares as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.