EWA
CFBK icon

EverSource Wealth Advisors’s CF Bankshares CFBK Stock Holding History

EverSource Wealth Advisors’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 		$2.26K Sell
69
-5
-7% -$145 ﹤0.01% 3679
2026
Q1 		$2.07K Buy
74
+20
+37% +$584 ﹤0.01% 3630
2025
Q4 		$1.35K Buy
54
+24
+80% +$573 ﹤0.01% 3630
2025
Q3 		$719 Buy
+30
New +$729 ﹤0.01% 3848

Other funds holding CFBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's CFBK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its CF Bankshares (CFBK) stake by 6.8% in Q2 2026, selling an estimated $145 and leaving 69 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #3679.

EverSource Wealth Advisors first reported a position in CFBK in Q3 2025 and has held it in 4 quarters since. 102 funds tracked by Wall St. Rank hold CFBK as of Q2 2026.

  • EverSource Wealth Advisors held 69 shares of CF Bankshares worth $2.26K as of Q2 2026.
  • EverSource Wealth Advisors sold 5 CF Bankshares shares in Q2 2026, an estimated $145.
  • CF Bankshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3679 holding.
  • EverSource Wealth Advisors first reported a position in CF Bankshares in Q3 2025 and has held it in 4 quarters since.
  • 102 funds tracked by Wall St. Rank held CF Bankshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.