Kestra Advisory Services’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Kestra Advisory Services’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 Q2	–	Sell	-15,728	Closed	-$218K	–	2701
2024 Q1	$218K	Buy	15,728 +17	+0.1%	+$227	﹤0.01%	2221
2023 Q4	$213K	Buy	15,711 +12	+0.1%	+$137	﹤0.01%	2072
2023 Q3	$158K	Hold	15,699	–	–	﹤0.01%	1964
2023 Q2	$157K	Hold	15,699	–	–	﹤0.01%	1946
2023 Q1	$165K	Hold	15,699	–	–	﹤0.01%	1887
2022 Q4	$195K	Buy	+15,699	New	+$209K	﹤0.01%	2036
2022 Q3	–	Sell	-15,699	Closed	-$207K	–	2261
2022 Q2	$207K	Hold	15,699	–	–	﹤0.01%	1879
2022 Q1	$247K	Hold	15,699	–	–	﹤0.01%	1709
2021 Q4	$245K	Hold	15,699	–	–	﹤0.01%	1749
2021 Q3	$204K	Hold	15,699	–	–	﹤0.01%	1965
2021 Q2	$216K	Buy	+15,699	New	+$227K	﹤0.01%	1818
2020 Q4	–	Sell	-16,000	Closed	-$126K	–	1889
2020 Q3	$126K	Buy	+16,000	New	+$151K	﹤0.01%	1352

Other funds holding CFB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kestra Advisory Services's CFB Position: Q2 2024 in Review

Kestra Advisory Services sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q2 2024, closing a stake of 15,728 shares — an estimated $218K sold.

Kestra Advisory Services first reported a position in CFB in Q3 2020 and held it in 12 quarters. The position peaked at $247K in Q1 2022. 133 funds tracked by Wall St. Rank hold CFB as of Q2 2024.

Kestra Advisory Services reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Kestra Advisory Services sold 15,728 CrossFirst Bankshares, Inc. Common Stock shares in Q2 2024, an estimated $218K.
Kestra Advisory Services first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q3 2020 and held it in 12 quarters.
Kestra Advisory Services's CrossFirst Bankshares, Inc. Common Stock position peaked at $247K in Q1 2022.
133 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q2 2024.

Based on Kestra Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.