NECFA
CFB

New England Capital Financial Advisors’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

New England Capital Financial Advisors’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
Q4 		– Sell
-125
Closed -$2.09K – 424
2024
Q3 		$2.09K Buy
+125
New +$2.11K ﹤0.01% 313

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Vanguard Group
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State Street
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Geode Capital Management
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Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Qube Research & Technologies (QRT)
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

New England Capital Financial Advisors's CFB Position: Q4 2024 in Review

New England Capital Financial Advisors sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q4 2024, closing a stake of 125 shares — an estimated $2.09K sold.

New England Capital Financial Advisors first reported a position in CFB in Q3 2024 and held it in 1 quarter. The position peaked at $2.09K in Q3 2024. 174 funds tracked by Wall St. Rank hold CFB as of Q4 2024.

  • New England Capital Financial Advisors reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 125 CrossFirst Bankshares, Inc. Common Stock shares in Q4 2024, an estimated $2.09K.
  • New England Capital Financial Advisors first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q3 2024 and held it in 1 quarter.
  • New England Capital Financial Advisors's CrossFirst Bankshares, Inc. Common Stock position peaked at $2.09K in Q3 2024.
  • 174 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q4 2024.

Based on New England Capital Financial Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.