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CF Bankshares shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of CF Bankshares (CFBK) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in CF Bankshares

Tip: Access up to 7 years of quarterly data

All positions including CF Bankshares held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CF Bankshares by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $336k 14k 23.95
2025-06-30 $384k 16k 23.97
2025-03-31 $353k 16k 22.04

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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