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

Summit Global 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 Q1	–	Sell	-22,400	Closed	-$278K	–	584
2022 Q4	$278K	Buy	22,400 +200	+0.9%	+$2.66K	0.02%	407
2022 Q3	$290K	Buy	22,200 +900	+4%	+$12.2K	0.03%	401
2022 Q2	$281K	Sell	21,300 -15,600	-42%	-$210K	0.02%	411
2022 Q1	$582K	Buy	36,900 +8,300	+29%	+$131K	0.04%	308
2021 Q4	$446K	Buy	28,600 +17,800	+165%	+$259K	0.03%	384
2021 Q3	$140K	Buy	+10,800	New	+$143K	0.01%	453

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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

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

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

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

Summit Global Investments's CFB Position: Q1 2023 in Review

Summit Global Investments sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2023, closing a stake of 22,400 shares — an estimated $278K sold.

Summit Global Investments first reported a position in CFB in Q3 2021 and held it in 6 quarters. The position peaked at $582K in Q1 2022. 122 funds tracked by Wall St. Rank hold CFB as of Q1 2023.

Summit Global Investments reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Summit Global Investments sold 22,400 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2023, an estimated $278K.
Summit Global Investments first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q3 2021 and held it in 6 quarters.
Summit Global Investments's CrossFirst Bankshares, Inc. Common Stock position peaked at $582K in Q1 2022.
122 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2023.

Based on Summit Global Investments's 13F filing for Q1 2023, filed 4 May 2023.