Truist Financial’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Truist Financial’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 Q3	–	Sell	-26,430	Closed	-$371K	–	2763
2024 Q2	$371K	Hold	26,430	–	–	﹤0.01%	2166
2024 Q1	$366K	Buy	+26,430	New	+$354K	﹤0.01%	2186
2023 Q1	–	Sell	-37,289	Closed	-$463K	–	2693
2022 Q4	$463K	Buy	37,289 +26,941	+260%	+$358K	﹤0.01%	2015
2022 Q3	$135K	Sell	10,348 -14,942	-59%	-$202K	﹤0.01%	2380
2022 Q2	$334K	Buy	+25,290	New	+$341K	﹤0.01%	2151

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Truist Financial's CFB Position: Q3 2024 in Review

Truist Financial sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q3 2024, closing a stake of 26,430 shares — an estimated $371K sold.

Truist Financial first reported a position in CFB in Q2 2022 and held it in 5 quarters. The position peaked at $463K in Q4 2022. 160 funds tracked by Wall St. Rank hold CFB as of Q3 2024.

Truist Financial reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
Truist Financial sold 26,430 CrossFirst Bankshares, Inc. Common Stock shares in Q3 2024, an estimated $371K.
Truist Financial first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q2 2022 and held it in 5 quarters.
Truist Financial's CrossFirst Bankshares, Inc. Common Stock position peaked at $463K in Q4 2022.
160 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.