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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

CFB holding history

Crossfirst Bankshares, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFB overviewAll 13F holders of CFBFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of CFB by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−375,899−100.0%Sold outHolders
Q4 2024375,899$5.69M<0.1%−2,929−0.8%ReducedHolders
Q3 2024378,828$6.32M<0.1%−9,415−2.4%ReducedHolders
Q2 2024388,243$5.44M<0.1%−237,721−38.0%ReducedHolders
Q1 2024625,964$8.66M<0.1%−8,488−1.3%ReducedHolders
Q4 2023634,452$8.62M<0.1%−23,228−3.5%ReducedHolders
Q3 2023657,680$6.64M<0.1%+5,078+0.8%AddedHolders
Q2 2023652,602$6.53M<0.1%+490.0%AddedHolders
Q1 2023652,553$6.84M<0.1%+1,377+0.2%AddedHolders
Q4 2022651,176$8.08M<0.1%−10.0%ReducedHolders
Q3 2022651,177$8.50M<0.1%+650,767+158,723.7%AddedHolders
Q2 2022410$5.00K<0.1%00.0%UnchangedHolders
Q1 2022410$6.00K<0.1%−123−23.1%ReducedHolders
Q4 2021533$8.00K<0.1%00.0%UnchangedHolders
Q3 2021533$7.00K<0.1%+22+4.3%AddedHolders
Q2 2021511$7.00K<0.1%−22−4.1%ReducedHolders
Q1 2021533$7.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.