TWD
CFBK icon

True Wealth Design’s CF Bankshares CFBK Stock Holding History

True Wealth Design’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 		$394 Buy
12
+5
+71% +$145 ﹤0.01% 2280
2026
Q1 		$196 Hold
7
– – ﹤0.01% 2338
2025
Q4 		$175 Hold
7
– – ﹤0.01% 2253
2025
Q3 		$168 Buy
+7
New +$170 ﹤0.01% 2346

Other funds holding CFBK

DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
WRCM
Western Reserve Capital Management Hudson, Ohio $135M AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
RIS
Retirement Income Solutions Ann Arbor, Michigan $581M AUM 19.42% 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

True Wealth Design's CFBK Position: Q2 2026 in Review

True Wealth Design increased its CF Bankshares (CFBK) stake by 71% in Q2 2026, buying an estimated $145 and bringing the position to 12 shares worth $394. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

True Wealth Design first reported a position in CFBK in Q3 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold CFBK as of Q2 2026.

  • True Wealth Design held 12 shares of CF Bankshares worth $394 as of Q2 2026.
  • True Wealth Design bought 5 CF Bankshares shares in Q2 2026, an estimated $145.
  • CF Bankshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2280 holding.
  • True Wealth Design first reported a position in CF Bankshares in Q3 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held CF Bankshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.