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 Q3	$308K	Hold	9,090	–	–	0.02%	372
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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

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

Everhart Financial Group's CFBK Position: Q3 2026 in Review

Everhart Financial Group held its CF Bankshares (CFBK) position steady in Q3 2026 at 9,090 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #372.

Everhart Financial Group first reported a position in CFBK in Q4 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold CFBK as of Q3 2026.

Everhart Financial Group held 9,090 shares of CF Bankshares worth $308K as of Q3 2026.
Everhart Financial Group left its CF Bankshares share count unchanged in Q3 2026.
CF Bankshares made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #372 holding.
Everhart Financial Group first reported a position in CF Bankshares in Q4 2025 and has held it in 4 quarters since.
5 funds tracked by Wall St. Rank held CF Bankshares as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.