Forvis Mazars Wealth Advisors’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-55,000
Closed -$833K 433
2024
Q4
$833K Hold
55,000
0.02% 245
2024
Q3
$918K Buy
+55,000
New +$927K 0.02% 239
2023
Q3
Sell
-64,376
Closed -$644K 412
2023
Q2
$644K Hold
64,376
0.02% 253
2023
Q1
$675K Buy
+64,376
New +$823K 0.02% 230
2022
Q4
Sell
-64,376
Closed -$840K 404
2022
Q3
$840K Buy
+64,376
New +$872K 0.03% 210
2021
Q3
Sell
-64,376
Closed -$885K 281
2021
Q2
$885K Buy
+64,376
New +$930K 0.04% 136

Forvis Mazars Wealth Advisors's CFB Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2025, closing a stake of 55,000 shares — an estimated $833K sold.

Forvis Mazars Wealth Advisors first reported a position in CFB in Q2 2021 and held it in 6 quarters. The position peaked at $918K in Q3 2024. 0 funds tracked by Wall St. Rank hold CFB as of Q1 2025.

  • Forvis Mazars Wealth Advisors reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 55,000 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2025, an estimated $833K.
  • Forvis Mazars Wealth Advisors first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q2 2021 and held it in 6 quarters.
  • Forvis Mazars Wealth Advisors's CrossFirst Bankshares, Inc. Common Stock position peaked at $918K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.