SPIA
CFB

Steward Partners Investment Advisory’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-4,822
Closed -$80.5K – 4126
2024
Q3 		$80.5K Buy
+4,822
New +$81.3K ﹤0.01% 1989
2022
Q4 		– Sell
-100
Closed -$1K – 3465
2022
Q3 		$1K Buy
+100
New +$1.35K ﹤0.01% 3186

Other funds holding CFB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Steward Partners Investment Advisory's CFB Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q4 2024, closing a stake of 4,822 shares — an estimated $80.5K sold.

Steward Partners Investment Advisory first reported a position in CFB in Q3 2022 and held it in 2 quarters. The position peaked at $80.5K in Q3 2024. 174 funds tracked by Wall St. Rank hold CFB as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4,822 CrossFirst Bankshares, Inc. Common Stock shares in Q4 2024, an estimated $80.5K.
  • Steward Partners Investment Advisory first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q3 2022 and held it in 2 quarters.
  • Steward Partners Investment Advisory's CrossFirst Bankshares, Inc. Common Stock position peaked at $80.5K in Q3 2024.
  • 174 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.