RJFSA
CFB

Raymond James Financial Services Advisors’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Raymond James Financial Services 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
Q3 		– Sell
-14,200
Closed -$199K – 3577
2024
Q2 		$199K Hold
14,200
– – ﹤0.01% 3122
2024
Q1 		$197K Hold
14,200
– – ﹤0.01% 3105
2023
Q4 		$193K Buy
14,200
+200
+1% +$2.29K ﹤0.01% 3007
2023
Q3 		$141K Hold
14,000
– – ﹤0.01% 3014
2023
Q2 		$140K Sell
14,000
-575
-4% -$5.93K ﹤0.01% 3009
2023
Q1 		$153K Buy
14,575
+2,938
+25% +$37.5K ﹤0.01% 2979
2022
Q4 		$144K Buy
+11,637
New +$155K ﹤0.01% 2944

Other funds holding CFB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Raymond James Financial Services Advisors's CFB Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q3 2024, closing a stake of 14,200 shares — an estimated $199K sold.

Raymond James Financial Services Advisors first reported a position in CFB in Q4 2022 and held it in 7 quarters. The position peaked at $199K in Q2 2024. 160 funds tracked by Wall St. Rank hold CFB as of Q3 2024.

  • Raymond James Financial Services Advisors reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 14,200 CrossFirst Bankshares, Inc. Common Stock shares in Q3 2024, an estimated $199K.
  • Raymond James Financial Services Advisors first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q4 2022 and held it in 7 quarters.
  • Raymond James Financial Services Advisors's CrossFirst Bankshares, Inc. Common Stock position peaked at $199K in Q2 2024.
  • 160 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.