NewEdge Advisors’s CF Bankshares CFBK Stock Holding History

NewEdge Advisors’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	-11,811	Closed	-$295K	–	4185
2025 Q4	$295K	Sell	11,811 -1,574	-12%	-$37.6K	﹤0.01%	2320
2025 Q3	$321K	Buy	+13,385	New	+$325K	﹤0.01%	2131

Other funds holding CFBK

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $130M AUM

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's CFBK Position: Q1 2026 in Review

NewEdge Advisors sold out of CF Bankshares (CFBK) in Q1 2026, closing a stake of 11,811 shares — an estimated $295K sold.

NewEdge Advisors first reported a position in CFBK in Q3 2025 and held it in 2 quarters. The position peaked at $321K in Q3 2025. 91 funds tracked by Wall St. Rank hold CFBK as of Q1 2026.

NewEdge Advisors reported no remaining CF Bankshares position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 11,811 CF Bankshares shares in Q1 2026, an estimated $295K.
NewEdge Advisors first reported a position in CF Bankshares in Q3 2025 and held it in 2 quarters.
NewEdge Advisors's CF Bankshares position peaked at $321K in Q3 2025.
91 funds tracked by Wall St. Rank held CF Bankshares as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.