LPL Financial
CFB

LPL Financial’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

LPL Financial’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
2022
Q1 		– Sell
-25,649
Closed -$400K – 4417
2021
Q4 		$400K Buy
+25,649
New +$373K ﹤0.01% 3468

Other funds holding CFB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

LPL Financial's CFB Position: Q1 2022 in Review

LPL Financial sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2022, closing a stake of 25,649 shares — an estimated $400K sold.

LPL Financial first reported a position in CFB in Q4 2021 and held it in 1 quarter. The position peaked at $400K in Q4 2021. 117 funds tracked by Wall St. Rank hold CFB as of Q1 2022.

  • LPL Financial reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • LPL Financial sold 25,649 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2022, an estimated $400K.
  • LPL Financial first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q4 2021 and held it in 1 quarter.
  • LPL Financial's CrossFirst Bankshares, Inc. Common Stock position peaked at $400K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2022.

Based on LPL Financial's 13F filing for Q1 2022, filed 16 May 2022.