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 Q3	$509	Buy	15 +3	+25%	+$103	﹤0.01%	2126
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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's CFBK Position: Q3 2026 in Review

True Wealth Design increased its CF Bankshares (CFBK) stake by 25% in Q3 2026, buying an estimated $103 and bringing the position to 15 shares worth $509. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

True Wealth Design first reported a position in CFBK in Q3 2025 and has held it in 5 quarters since. 5 funds tracked by Wall St. Rank hold CFBK as of Q3 2026.

True Wealth Design held 15 shares of CF Bankshares worth $509 as of Q3 2026.
True Wealth Design bought 3 CF Bankshares shares in Q3 2026, an estimated $103.
CF Bankshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2126 holding.
True Wealth Design first reported a position in CF Bankshares in Q3 2025 and has held it in 5 quarters since.
5 funds tracked by Wall St. Rank held CF Bankshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.