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CF Bankshares shares owned by Balanced Wealth Group

Quarter-by-quarter ownership of CF Bankshares (CFBK) shares owned by Balanced Wealth Group from 13F filings

Historical chart of Balanced Wealth Group investment in CF Bankshares

Tip: Access up to 7 years of quarterly data

All positions including CF Bankshares held by Balanced Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CF Bankshares by Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $232k 7.1k 32.77

More positions owned by Balanced Wealth Group

Spdr Series Trust St Str P500val (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust ST STR P500GRW (SPYG)
Apple (AAPL)
Principal Exchange Traded Active High Yl (YLD)
Schwab Strategic Tr Fund Em Equi Etf (FNDE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Admiral Fds Midcp 400 Val (IVOV)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Spdr Series Trust ST STR SP400GRW (MDYG)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Series Trust St Str Sp600grwo (SLYG)

View all positions for Balanced Wealth Group

Top funds holding CF Bankshares

BlackRock
Vanguard Capital Management
First Manhattan
Two Sigma Investments
Fourthstone
Daytona Street Capital
Acadian Asset Management
rhino investment partners
Dimensional Fund Advisors
Geode Capital Management
Marshall Wace
Fifth Third Bancorp
Citadel Advisors
Renaissance Technologies
American Century Companies

View all funds holding CF Bankshares