SAG
CFB

SageView Advisory Group’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-140,352
Closed -$2.07M – 851
2023
Q4 		$2.07M Buy
+140,352
New +$1.61M 0.09% 136

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 $5.72T AUM 30.48% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SageView Advisory Group's CFB Position: Q1 2024 in Review

SageView Advisory Group sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2024, closing a stake of 140,352 shares — an estimated $2.07M sold.

SageView Advisory Group first reported a position in CFB in Q4 2023 and held it in 1 quarter. The position peaked at $2.07M in Q4 2023. 145 funds tracked by Wall St. Rank hold CFB as of Q1 2024.

  • SageView Advisory Group reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • SageView Advisory Group sold 140,352 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2024, an estimated $2.07M.
  • SageView Advisory Group first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q4 2023 and held it in 1 quarter.
  • SageView Advisory Group's CrossFirst Bankshares, Inc. Common Stock position peaked at $2.07M in Q4 2023.
  • 145 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.