Windsor Advisory Group’s CF Bankshares CFBK Stock Holding History

Windsor Advisory Group’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
2025 Q2	–	Sell	-19,884	Closed	-$438K	–	55
2025 Q1	$438K	Sell	19,884 -116	-0.6%	-$2.71K	0.57%	26
2024 Q4	$511K	Hold	20,000	–	–	0.59%	33
2024 Q3	$433K	Hold	20,000	–	–	0.49%	38
2024 Q2	$375K	Hold	20,000	–	–	0.75%	25
2024 Q1	$399K	Hold	20,000	–	–	1.13%	23
2023 Q4	$390K	Buy	+20,000	New	+$328K	1.16%	28

Other funds holding CFBK

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

GCWM

Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

Windsor Advisory Group's CFBK Position: Q2 2025 in Review

Windsor Advisory Group sold out of CF Bankshares (CFBK) in Q2 2025, closing a stake of 19,884 shares — an estimated $438K sold.

Windsor Advisory Group first reported a position in CFBK in Q4 2023 and held it in 6 quarters. The position peaked at $511K in Q4 2024. 49 funds tracked by Wall St. Rank hold CFBK as of Q2 2025.

Windsor Advisory Group reported no remaining CF Bankshares position as of Q2 2025 after selling out during the quarter.
Windsor Advisory Group sold 19,884 CF Bankshares shares in Q2 2025, an estimated $438K.
Windsor Advisory Group first reported a position in CF Bankshares in Q4 2023 and held it in 6 quarters.
Windsor Advisory Group's CF Bankshares position peaked at $511K in Q4 2024.
49 funds tracked by Wall St. Rank held CF Bankshares as of Q2 2025.

Based on Windsor Advisory Group's 13F filing for Q2 2025, filed 14 Aug 2025.