EverSource Wealth Advisors »

CF Bankshares shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in CF Bankshares

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in CF Bankshares by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $720 30 24.00

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding CF Bankshares

Fourthstone
Alliancebernstein
BlackRock
Vanguard Group
First Manhattan
Graham Capital Wealth Management
Fifth Third Bancorp
Geode Capital Management
Mcdonald Partners
Renaissance Technologies
Segall Bryant & Hamill
De Lisle Partners
Northern Trust
State Street Corporation
Dimensional Fund Advisors

View all funds holding CF Bankshares