CFBK β€” CF BANKSHARES INC

Ownership history in IFP Advisors, Inc  Β·  3 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported CF BANKSHARES INC (CFBK) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows CFBK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CFBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in CF BANKSHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CFBK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFP Advisors, Inc held CFBK β€” position size vs. price
% of Fund (quarterly)    CFBK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 44 β€” 0% 0.00% $1K 2026-04-13 $29.36
2025 Q4 ADDED 44 +36 +450.0% 0.00% $1K 2026-02-06 $33.21
2025 Q3 INITIATED 8 β€” β€” 0.00% $240 2025-12-02 $23.60

FAQ About IFP Advisors, Inc and CFBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning CFBK?

IFP Advisors, Inc reported CFBK across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported CFBK position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for CFBK was 0.00% in 2026 Q1.

What is the latest reported CFBK position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 44 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this CFBK ownership page compare?

The chart compares IFP Advisors, Inc's quarterly CFBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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