Oppenheimer & Co’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Oppenheimer & Co’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	-10,000	Closed	-$156K	–	1610
2021 Q4	$156K	Sell	10,000 -14,000	-58%	-$204K	﹤0.01%	1422
2021 Q3	$312K	Hold	24,000	–	–	0.01%	1213
2021 Q2	$330K	Sell	24,000 -3,000	-11%	-$43.3K	0.01%	1199
2021 Q1	$372K	Buy	+27,000	New	+$348K	0.01%	1092

Other funds holding CFB

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Oppenheimer & Co's CFB Position: Q1 2022 in Review

Oppenheimer & Co sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2022, closing a stake of 10,000 shares — an estimated $156K sold.

Oppenheimer & Co first reported a position in CFB in Q1 2021 and held it in 4 quarters. The position peaked at $372K in Q1 2021. 117 funds tracked by Wall St. Rank hold CFB as of Q1 2022.

Oppenheimer & Co reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
Oppenheimer & Co sold 10,000 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2022, an estimated $156K.
Oppenheimer & Co first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q1 2021 and held it in 4 quarters.
Oppenheimer & Co's CrossFirst Bankshares, Inc. Common Stock position peaked at $372K in Q1 2021.
117 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2022.

Based on Oppenheimer & Co's 13F filing for Q1 2022, filed 12 May 2022.