Putnam Investments’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Putnam Investments’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 Q4	$239K	Buy	+17,577	New	+$201K	﹤0.01%	1121
2023 Q2	–	Sell	-137,477	Closed	-$1.44M	–	1223
2023 Q1	$1.44M	Sell	137,477 -142,930	-51%	-$1.83M	﹤0.01%	803
2022 Q4	$3.48M	Sell	280,407 -28,701	-9%	-$382K	0.01%	571
2022 Q3	$4.03M	Sell	309,108 -3,501	-1%	-$47.4K	0.01%	484
2022 Q2	$4.13M	Buy	312,609 +10,006	+3%	+$135K	0.01%	488
2022 Q1	$4.77M	Buy	302,603 +6,263	+2%	+$99.2K	0.01%	516
2021 Q4	$4.63M	Buy	296,340 +12,900	+5%	+$188K	0.01%	569
2021 Q3	$3.69M	Sell	283,440 -11,560	-4%	-$153K	0.01%	622
2021 Q2	$4.06M	Buy	295,000 +5,500	+2%	+$79.5K	0.01%	567
2021 Q1	$3.99M	Buy	289,500 +194,600	+205%	+$2.51M	0.01%	550
2020 Q4	$1.02M	Buy	+94,900	New	+$912K	﹤0.01%	709
2020 Q1	–	Sell	-94,545	Closed	-$1.36M	–	939
2019 Q4	$1.36M	Hold	94,545	–	–	﹤0.01%	744
2019 Q3	$1.35M	Buy	+94,545	New	+$1.36M	﹤0.01%	754

Other funds holding CFB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Putnam Investments's CFB Position: Q4 2023 in Review

Putnam Investments opened a new position in CrossFirst Bankshares, Inc. Common Stock (CFB) in Q4 2023: 17,577 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1121 among its holdings. This is a return to the name: Putnam Investments previously reported a position in CFB as recently as Q1 2023.

Putnam Investments first reported a position in CFB in Q3 2019 and has held it in 13 quarters since. The position peaked at $4.77M in Q1 2022. 138 funds tracked by Wall St. Rank hold CFB as of Q4 2023.

Putnam Investments held 17,577 shares of CrossFirst Bankshares, Inc. Common Stock worth $239K as of Q4 2023.
CrossFirst Bankshares, Inc. Common Stock was a new Putnam Investments position in Q4 2023.
CrossFirst Bankshares, Inc. Common Stock made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #1121 holding.
Putnam Investments first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q3 2019 and has held it in 13 quarters since.
Putnam Investments's CrossFirst Bankshares, Inc. Common Stock position peaked at $4.77M in Q1 2022.
138 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.