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Kestra Advisory Services’s CF Bankshares CFBK Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-3,636
Closed -$90.7K – 3322
2025
Q4 		$90.7K Buy
+3,636
New +$86.8K ﹤0.01% 3506

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VCM
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First Manhattan
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DSC
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RIP
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Advisory Services's CFBK Position: Q1 2026 in Review

Kestra Advisory Services sold out of CF Bankshares (CFBK) in Q1 2026, closing a stake of 3,636 shares — an estimated $90.7K sold.

Kestra Advisory Services first reported a position in CFBK in Q4 2025 and held it in 1 quarter. The position peaked at $90.7K in Q4 2025. 91 funds tracked by Wall St. Rank hold CFBK as of Q1 2026.

  • Kestra Advisory Services reported no remaining CF Bankshares position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,636 CF Bankshares shares in Q1 2026, an estimated $90.7K.
  • Kestra Advisory Services first reported a position in CF Bankshares in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's CF Bankshares position peaked at $90.7K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held CF Bankshares as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.