Zacks Investment Management’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Zacks Investment 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 Q3	–	Sell	-19,107	Closed	-$191K	–	722
2023 Q2	$191K	Hold	19,107	–	–	﹤0.01%	603
2023 Q1	$200K	Hold	19,107	–	–	﹤0.01%	591
2022 Q4	$237K	Sell	19,107 -2,713	-12%	-$36.1K	﹤0.01%	531
2022 Q3	$285K	Hold	21,820	–	–	﹤0.01%	492
2022 Q2	$288K	Sell	21,820 -28	-0.1%	-$377	﹤0.01%	495
2022 Q1	$344K	Sell	21,848 -2,374	-10%	-$37.6K	﹤0.01%	498
2021 Q4	$378K	Buy	+24,222	New	+$352K	0.01%	502

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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

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

Zacks Investment Management's CFB Position: Q3 2023 in Review

Zacks Investment Management sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q3 2023, closing a stake of 19,107 shares — an estimated $191K sold.

Zacks Investment Management first reported a position in CFB in Q4 2021 and held it in 7 quarters. The position peaked at $378K in Q4 2021. 129 funds tracked by Wall St. Rank hold CFB as of Q3 2023.

Zacks Investment Management reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Zacks Investment Management sold 19,107 CrossFirst Bankshares, Inc. Common Stock shares in Q3 2023, an estimated $191K.
Zacks Investment Management first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q4 2021 and held it in 7 quarters.
Zacks Investment Management's CrossFirst Bankshares, Inc. Common Stock position peaked at $378K in Q4 2021.
129 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.