Watershed Asset Management’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Watershed Asset Management’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 Q4	$317K	Buy	+23,351	New	+$267K	0.37%	26

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

BFC

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Watershed Asset Management's CFB Position: Q4 2023 in Review

Watershed Asset Management opened a new position in CrossFirst Bankshares, Inc. Common Stock (CFB) in Q4 2023: 23,351 shares worth $317K. The stake represents 0.37% of the portfolio and ranks #26 among its holdings.

138 funds tracked by Wall St. Rank hold CFB as of Q4 2023.

Watershed Asset Management held 23,351 shares of CrossFirst Bankshares, Inc. Common Stock worth $317K as of Q4 2023.
CrossFirst Bankshares, Inc. Common Stock was a new Watershed Asset Management position in Q4 2023.
CrossFirst Bankshares, Inc. Common Stock made up 0.37% of Watershed Asset Management's portfolio in Q4 2023, its #26 holding.
138 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q4 2023.

Based on Watershed Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.