Wellington Management Group
CFB

Wellington Management Group’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Wellington Management Group’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 		– Sell
-160,338
Closed -$1.62M – 1945
2023
Q3 		$1.62M Buy
+160,338
New +$1.75M ﹤0.01% 1513
2019
Q4 		– Sell
-72,610
Closed -$1.04M – 2142
2019
Q3 		$1.04M Buy
+72,610
New +$1.05M ﹤0.01% 1721

Other funds holding CFB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wellington Management Group's CFB Position: Q4 2023 in Review

Wellington Management Group sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q4 2023, closing a stake of 160,338 shares — an estimated $1.62M sold.

Wellington Management Group first reported a position in CFB in Q3 2019 and held it in 2 quarters. The position peaked at $1.62M in Q3 2023. 138 funds tracked by Wall St. Rank hold CFB as of Q4 2023.

  • Wellington Management Group reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Wellington Management Group sold 160,338 CrossFirst Bankshares, Inc. Common Stock shares in Q4 2023, an estimated $1.62M.
  • Wellington Management Group first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q3 2019 and held it in 2 quarters.
  • Wellington Management Group's CrossFirst Bankshares, Inc. Common Stock position peaked at $1.62M in Q3 2023.
  • 138 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q4 2023.

Based on Wellington Management Group's 13F filing for Q4 2023, filed 12 Feb 2024.