Focus Partners Wealth
CFSB

Focus Partners Wealth’s CFSB Bancorp CFSB Stock Holding History

Focus Partners Wealth’s Portfolio CFSB Stock Details CFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,000
Closed -$104K – 1913
2024
Q3 		$104K Hold
15,000
– – ﹤0.01% 1513
2024
Q2 		$99K Hold
15,000
– – ﹤0.01% 1193
2024
Q1 		$109K Hold
15,000
– – ﹤0.01% 962
2023
Q4 		$97K Buy
+15,000
New +$95.9K ﹤0.01% 768

Other funds holding CFSB

PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Focus Partners Wealth's CFSB Position: Q4 2024 in Review

Focus Partners Wealth sold out of CFSB Bancorp (CFSB) in Q4 2024, closing a stake of 15,000 shares — an estimated $104K sold.

Focus Partners Wealth first reported a position in CFSB in Q4 2023 and held it in 4 quarters. The position peaked at $109K in Q1 2024. 10 funds tracked by Wall St. Rank hold CFSB as of Q4 2024.

  • Focus Partners Wealth reported no remaining CFSB Bancorp position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 15,000 CFSB Bancorp shares in Q4 2024, an estimated $104K.
  • Focus Partners Wealth first reported a position in CFSB Bancorp in Q4 2023 and held it in 4 quarters.
  • Focus Partners Wealth's CFSB Bancorp position peaked at $109K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held CFSB Bancorp as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.