LFGO
CFB

Legacy Financial Group (Oklahoma)’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Legacy Financial Group (Oklahoma)’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
2023
Q1 		– Sell
-24,189
Closed -$300K – 70
2022
Q4 		$300K Buy
+24,189
New +$322K 0.19% 44

Other funds holding CFB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s CFB Position: Q1 2023 in Review

Legacy Financial Group (Oklahoma) sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2023, closing a stake of 24,189 shares — an estimated $300K sold.

Legacy Financial Group (Oklahoma) first reported a position in CFB in Q4 2022 and held it in 1 quarter. The position peaked at $300K in Q4 2022. 122 funds tracked by Wall St. Rank hold CFB as of Q1 2023.

  • Legacy Financial Group (Oklahoma) reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Legacy Financial Group (Oklahoma) sold 24,189 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2023, an estimated $300K.
  • Legacy Financial Group (Oklahoma) first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • Legacy Financial Group (Oklahoma)'s CrossFirst Bankshares, Inc. Common Stock position peaked at $300K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2023.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2023, filed 12 May 2023.