Greylin Investment Management’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Greylin Investment Management’s Portfolio CFB Stock Details CFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-39,500	Closed	-$536K	–	80
2023 Q4	$536K	Buy	+39,500	New	+$452K	0.09%	54
2023 Q2	–	Sell	-39,500	Closed	-$414K	–	72
2023 Q1	$414K	Buy	+39,500	New	+$505K	0.08%	57
2021 Q3	–	Sell	-35,500	Closed	-$488K	–	97
2021 Q2	$488K	Hold	35,500	–	–	0.09%	69
2021 Q1	$490K	Buy	+35,500	New	+$457K	0.1%	71
2020 Q4	–	Sell	-32,500	Closed	-$282K	–	90
2020 Q3	$282K	Buy	32,500 +2,500	+8%	+$23.5K	0.08%	68
2020 Q2	$293K	Buy	+30,000	New	+$274K	0.08%	67
2020 Q1	–	Sell	-25,000	Closed	-$361K	–	72
2019 Q4	$361K	Buy	+25,000	New	+$337K	0.08%	61

Other funds holding CFB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Greylin Investment Management's CFB Position: Q1 2024 in Review

Greylin Investment Management sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2024, closing a stake of 39,500 shares — an estimated $536K sold.

Greylin Investment Management first reported a position in CFB in Q4 2019 and held it in 7 quarters. The position peaked at $536K in Q4 2023. 145 funds tracked by Wall St. Rank hold CFB as of Q1 2024.

Greylin Investment Management reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Greylin Investment Management sold 39,500 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2024, an estimated $536K.
Greylin Investment Management first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q4 2019 and held it in 7 quarters.
Greylin Investment Management's CrossFirst Bankshares, Inc. Common Stock position peaked at $536K in Q4 2023.
145 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2024.

Based on Greylin Investment Management's 13F filing for Q1 2024, filed 24 Apr 2024.