Krilogy Financial
CFBK icon

Krilogy Financial’s CF Bankshares CFBK Stock Holding History

Krilogy Financial’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
Q3 		$535K Sell
15,745
-58
-0.4% -$1.99K 0.01% 648
2026
Q2 		$518K Buy
15,803
+94
+0.6% +$2.73K 0.02% 625
2026
Q1 		$449K Sell
15,709
-23
-0.1% -$671 0.01% 614
2025
Q4 		$454K Buy
15,732
+4,034
+34% +$96.3K 0.02% 592
2025
Q3 		$274K Buy
+11,698
New +$284K 0.01% 721

Other funds holding CFBK

Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Western Reserve Capital Management
Western Reserve Capital Management Hudson, Ohio $141M AUM 17.32% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Krilogy Financial's CFBK Position: Q3 2026 in Review

Krilogy Financial reduced its CF Bankshares (CFBK) stake by 0.37% in Q3 2026, selling an estimated $1.99K and leaving 15,745 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #648.

Krilogy Financial first reported a position in CFBK in Q3 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold CFBK as of Q3 2026.

  • Krilogy Financial held 15,745 shares of CF Bankshares worth $535K as of Q3 2026.
  • Krilogy Financial sold 58 CF Bankshares shares in Q3 2026, an estimated $1.99K.
  • CF Bankshares made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #648 holding.
  • Krilogy Financial first reported a position in CF Bankshares in Q3 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held CF Bankshares as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.