Exploring CrossFirst Bankshares, Inc. (CFB) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind CrossFirst Bankshares, Inc. (CFB) and what motivates their investment decisions? As of the end of 2024, institutional investors held approximately 62.12% of CFB's shares. The largest shareholders included prominent names like BlackRock, Inc. and T. Rowe Price Investment Management, Inc., with T. Rowe Price Investment Management, Inc. holding 12.08% of equities. But why are these institutions investing in CFB, and what does their investment signify for the bank's future, especially considering its recent merger with First Busey Corporation, valued at approximately $916.8 million? Let's delve into the investor profile of CFB to uncover the answers.

CrossFirst Bankshares, Inc. (CFB) Who Invests in CrossFirst Bankshares, Inc. (CFB) and Why?

Understanding the investor profile of CrossFirst Bankshares, Inc. (CFB) involves examining the diverse range of individuals and institutions that hold its stock, as well as their motivations for investing. Investors are typically drawn to CrossFirst Bankshares, Inc. (CFB) due to factors such as growth prospects, dividend payouts, and the company's position within the market. Investment strategies can vary widely, from long-term holding to short-term trading, reflecting different risk appetites and investment goals.

Key investor types in CrossFirst Bankshares, Inc. (CFB) usually include:

• Retail Investors: Individual investors who buy shares for their personal accounts.
• Institutional Investors: Entities such as mutual funds, pension funds, insurance companies, and hedge funds that invest on behalf of their clients.
• Hedge Funds: Investment partnerships that use pooled funds and employ different strategies to earn active return, or alpha, for their investors.

The motivations behind investing in CrossFirst Bankshares, Inc. (CFB) can be attributed to several factors:

• Growth Prospects: Investors may be attracted to CrossFirst Bankshares, Inc. (CFB) if the company demonstrates strong potential for future growth in earnings and market share.
• Dividends: Dividend-paying stocks can be attractive to investors seeking a steady stream of income.
• Market Position: A company with a strong market position and competitive advantage may be seen as a more stable and profitable investment.

Different investors may adopt varied strategies when investing in CrossFirst Bankshares, Inc. (CFB):

• Long-Term Holding: Investors who believe in the long-term prospects of CrossFirst Bankshares, Inc. (CFB) may choose to hold onto their shares for an extended period, regardless of short-term market fluctuations.
• Short-Term Trading: Some investors may engage in short-term trading strategies, aiming to profit from short-term price movements in CrossFirst Bankshares, Inc. (CFB)'s stock.
• Value Investing: Value investors seek out companies like CrossFirst Bankshares, Inc. (CFB) that they believe are undervalued by the market, with the expectation that the stock price will eventually reflect its true worth.

For example, Institutional investors, such as large mutual funds or pension funds, often invest in CrossFirst Bankshares, Inc. (CFB) because it fits their criteria for stable, long-term growth potential. These institutions conduct thorough research and analysis before investing, focusing on CrossFirst Bankshares, Inc. (CFB)'s financial health, market position, and management team. Hedge funds, on the other hand, might take a more tactical approach, trading CrossFirst Bankshares, Inc. (CFB)'s stock based on short-term market trends and technical analysis.

Here is a general illustrative table that represents potential investors in CrossFirst Bankshares, Inc. (CFB) and their investment styles. Note that this is an example, and real-time data may vary.

Understanding who invests in CrossFirst Bankshares, Inc. (CFB) and why provides valuable insights into the market's perception of the company and its future prospects. By analyzing the composition of its investor base and their investment strategies, one can gain a better understanding of the factors driving the stock's performance.

More insights about CrossFirst Bankshares, Inc. (CFB) can be found here: CrossFirst Bankshares, Inc. (CFB): History, Ownership, Mission, How It Works & Makes Money

CrossFirst Bankshares, Inc. (CFB) Institutional Ownership and Major Shareholders of CrossFirst Bankshares, Inc. (CFB)

Institutional ownership in CrossFirst Bankshares, Inc. (CFB) reflects the extent to which large financial entities hold the company’s shares. As of February 28, 2025, 364 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 35,403,531 shares.

Examining the list of major shareholders provides insights into who has significant influence over the company. Here’s a breakdown:

• BlackRock, Inc. is among the largest shareholders.
• T. Rowe Price Investment Management, Inc. holds a substantial position with 5,955,379 shares, representing 12.08% of the company as of December 13, 2024. However, recent activity shows they removed 3,138,319 shares (-52.7%) in Q4 2024.
• Dimensional Fund Advisors LP is also a significant shareholder.
• Vanguard Group Inc holds a notable number of shares.
• State Street Corp is another major institutional investor.

Other significant holders include IWM - iShares Russell 2000 ETF, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Geode Capital Management, Llc, King Luther Capital Management Corp, and American Century Companies Inc.

Changes in institutional ownership can signal shifts in sentiment and potential impacts on stock performance. Recent activity shows:

• An overall increase of 0.79 million institutional shares, a 2.29% rise quarter-over-quarter.
• Institutional shares (excluding 13D/G) stand at 35,403,531.
• Citigroup Inc. increased its position by adding 375,206 shares (+521.3%) in Q4 2024.
• AllianceBernstein L.P. added 362,353 shares (+868.0%) in Q4 2024.
• State Street Corp added 193,659 shares (+14.2%) during the same period.
• Banc Funds Co LLC decreased their holdings by 325,992 shares (-33.8%) in Q4 2024.

These changes reflect active portfolio management and varying outlooks on CrossFirst Bankshares, Inc. (CFB).

Institutional investors can exert considerable influence on a company's stock price and strategic direction. Their actions often reflect in the stock's trading volume and price volatility. For CrossFirst Bankshares, Inc. (CFB):

• As of February 28, 2025, the share price was $15.99.
• On April 11, 2024, the share price was $12.72, marking a 25.71% increase over the period.

The presence of large institutional holders can provide stability but also introduce the potential for significant sell-offs if sentiment changes. These investors often engage with company management, influencing corporate governance and strategic decisions.

Here is a summary of institutional ownership concentration:

Additionally, you might find valuable insights in this related blog post: Breaking Down CrossFirst Bankshares, Inc. (CFB) Financial Health: Key Insights for Investors

CrossFirst Bankshares, Inc. (CFB) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of CrossFirst Bankshares, Inc. (CFB) provides valuable insights into the company's stability, growth potential, and strategic direction. Key investors can significantly influence company decisions and stock performance through their investment moves and level of involvement.

While specific, real-time major investor holdings can fluctuate and are often detailed in SEC filings like 13F reports, we can discuss the types of investors and their potential impact, along with examples of notable activity based on available information.

Institutional investors form a significant portion of CrossFirst Bankshares, Inc. (CFB)'s shareholder base. These entities include:

• Mutual Funds: Firms like Vanguard or BlackRock may hold shares of CFB as part of their broader investment strategies.
• Hedge Funds: These funds might take more active positions, influencing company strategy or direction.
• Pension Funds: Representing retirees and other beneficiaries, pension funds often seek stable, long-term investments.
• Insurance Companies: Similar to pension funds, insurance companies invest to cover future liabilities.

Individual investors, including company insiders, also hold CFB shares. Insider transactions, such as buying or selling shares, can signal confidence (or lack thereof) in the company's future performance. Monitoring these transactions can provide insights into the perspectives of those closest to the company.

The influence of key investors can manifest in several ways:

• Voting Power: Large shareholders have a greater say in company matters, including electing board members and approving major transactions.
• Market Sentiment: Significant investments or divestments can impact market confidence, driving stock price fluctuations.
• Strategic Direction: Activist investors may push for changes in company strategy, operations, or capital allocation.

Recent moves by major investors, such as increasing or decreasing their positions, are closely watched by the market. For instance, a large institutional investor initiating a new position in CFB could signal positive expectations for the company's future. Conversely, a significant reduction in holdings could raise concerns.

Keep in mind that the financial landscape is ever-evolving, and the most current details can be discovered via official filings and credible financial news outlets. You can explore more about the company's background and mission here: CrossFirst Bankshares, Inc. (CFB): History, Ownership, Mission, How It Works & Makes Money

Analyzing the investor profile of CrossFirst Bankshares, Inc. (CFB) offers a comprehensive view of market sentiment and potential drivers of stock performance. By understanding who the key investors are and how they are positioned, stakeholders can gain valuable insights into the company's future trajectory.

CrossFirst Bankshares, Inc. (CFB) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating CrossFirst Bankshares, Inc. (CFB). Shifts in major shareholders' positions, market responses to these changes, and analyst perspectives all provide valuable insights into the company's current standing and future prospects. Examining these factors helps stakeholders gauge the overall health and potential trajectory of CFB.

Investor sentiment toward CrossFirst Bankshares, Inc. (CFB) can be influenced by various factors, including the company's financial performance, strategic decisions, and broader economic conditions. While pinpointing an exact, universally agreed-upon sentiment (positive, neutral, or negative) requires continuous monitoring of investor behavior and commentary, here's how one might assess the general mood:

• Financial Performance: Consistent profitability, revenue growth, and strong asset quality typically foster positive sentiment. Any downturns or inconsistencies can lead to a more negative outlook.
• Strategic Decisions: Major announcements, such as acquisitions, expansions, or significant changes in leadership, are closely scrutinized. Positive sentiment usually follows decisions perceived as beneficial for long-term growth and stability.
• Economic Conditions: The overall health of the economy and the banking sector, in particular, plays a significant role. Favorable economic conditions generally boost investor confidence, while downturns can create uncertainty and apprehension.
• Analyst Ratings: Keep track of analyst ratings, price targets, and commentary, as these can significantly influence investor sentiment.

Recent market reactions to CrossFirst Bankshares, Inc. (CFB) can be assessed by observing stock price movements and trading volumes in response to specific events. Here’s how the stock market may react to changes in ownership or large investor moves:

• Significant Share Purchases: If a large institutional investor acquires a substantial stake, it often signals confidence in the company's future, potentially driving the stock price up.
• Large Sell-Offs: Conversely, if a major shareholder reduces their position, it can create uncertainty and lead to a stock price decline.
• Earnings Reports: Market reactions to earnings reports can be particularly telling. Positive surprises typically result in a stock price increase, while negative surprises can lead to a decrease.
• General Market Trends: Overall market trends and sector-specific performance can also influence CFB's stock price, regardless of company-specific news.

Analyst perspectives play a key role in shaping investor understanding of CrossFirst Bankshares, Inc. (CFB). Analysts regularly provide insights based on in-depth research and financial modeling. Their analysis typically covers:

• Financial Performance: Analysts assess CFB's past and current financial results, including revenue, earnings, and key financial ratios, to predict future performance.
• Growth Opportunities: They evaluate the company's potential for growth through new markets, products, or services.
• Risk Factors: Analysts identify potential risks, such as regulatory changes, economic downturns, or competitive pressures, that could impact CFB's performance.
• Valuation: They use various valuation methods, such as discounted cash flow (DCF) analysis or relative valuation, to determine if the stock is overvalued, undervalued, or fairly priced.

Here's a hypothetical example of how analyst ratings might look (as of 2024 data):

These ratings and price targets reflect analysts' expectations for CFB's stock performance over a specific period, usually 12 months.

Understanding these dynamics—investor sentiment, market reactions, and analyst perspectives—is essential for anyone looking to make informed decisions about CrossFirst Bankshares, Inc. (CFB). Keeping abreast of these factors provides a comprehensive view of the company's market position and potential future.

To gain deeper insights into the foundational principles guiding CrossFirst Bankshares, Inc., explore Mission Statement, Vision, & Core Values of CrossFirst Bankshares, Inc. (CFB).