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United Capital Financial Advisors’s CF Bankshares CFBK Stock Holding History

United Capital Financial Advisors’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
Q1 		– Sell
-10,532
Closed -$263K – 1639
2025
Q4 		$263K Sell
10,532
-3,487
-25% -$83.3K ﹤0.01% 1222
2025
Q3 		$336K Sell
14,019
-1,980
-12% -$48.1K ﹤0.01% 987
2025
Q2 		$383K Hold
15,999
– – ﹤0.01% 853
2025
Q1 		$353K Buy
+15,999
New +$374K ﹤0.01% 843

Other funds holding CFBK

FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Capital Financial Advisors's CFBK Position: Q1 2026 in Review

United Capital Financial Advisors sold out of CF Bankshares (CFBK) in Q1 2026, closing a stake of 10,532 shares — an estimated $263K sold.

United Capital Financial Advisors first reported a position in CFBK in Q1 2025 and held it in 4 quarters. The position peaked at $383K in Q2 2025. 91 funds tracked by Wall St. Rank hold CFBK as of Q1 2026.

  • United Capital Financial Advisors reported no remaining CF Bankshares position as of Q1 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,532 CF Bankshares shares in Q1 2026, an estimated $263K.
  • United Capital Financial Advisors first reported a position in CF Bankshares in Q1 2025 and held it in 4 quarters.
  • United Capital Financial Advisors's CF Bankshares position peaked at $383K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held CF Bankshares as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.