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Root Financial Partners’s CF Bankshares CFBK Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-15
Closed -$419 – 904
2026
Q1 		$419 Buy
+15
New +$438 ﹤0.01% 2921

Other funds holding CFBK

MP
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SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
WRCM
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KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Root Financial Partners's CFBK Position: Q2 2026 in Review

Root Financial Partners sold out of CF Bankshares (CFBK) in Q2 2026, closing a stake of 15 shares — an estimated $419 sold.

Root Financial Partners first reported a position in CFBK in Q1 2026 and held it in 1 quarter. The position peaked at $419 in Q1 2026. 18 funds tracked by Wall St. Rank hold CFBK as of Q2 2026.

  • Root Financial Partners reported no remaining CF Bankshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 15 CF Bankshares shares in Q2 2026, an estimated $419.
  • Root Financial Partners first reported a position in CF Bankshares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's CF Bankshares position peaked at $419 in Q1 2026.
  • 18 funds tracked by Wall St. Rank held CF Bankshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.