CoreFirst Bank & Trust quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, CoreFirst Bank & Trust opened 1 positions, added to 23, reduced 14, sold out of 6 and left 31 unchanged. The largest increase in value was ACIO (+$954,307); the largest decrease was VTI (-$154,828).
- ACIO: Country of operation —; Class Com; Shares 2026-03-31 157,857; Shares 2026-06-30 164,239.
- VEA: Country of operation —; Class Com; Shares 2026-03-31 117,046; Shares 2026-06-30 117,471.
- AVUV: Country of operation —; Class Com; Shares 2026-03-31 54,112; Shares 2026-06-30 54,198.
- IJR: Country of operation —; Class Com; Shares 2026-03-31 28,041; Shares 2026-06-30 28,403.
Two Form 13F-HR filings compared (SEC CIK 1845199): 2026-03-31 (filed 2026-06-03) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Robinson Value Management, Ltd. | United States | $0.185B | 74 |
| Kingsman Wealth Management, Inc. | United States | $0.185B | 66 |
| Wernau Asset Management Inc. | United States | $0.185B | 49 |
| BCK Partners, Inc. | United States | $0.185B | 27 |
| Cassia Capital Partners, LLC | United States | $0.185B | 63 |
| INNEALTA CAPITAL, LLC | United States | $0.185B | 85 |
| John A. Wolfe & Associates, Inc. | United States | $0.185B | 32 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | United States | $0.185B | 93 |
| EVR Research LP | United States | $0.185B | 33 |
| Coordinated Financial Services, Inc. | United States | $0.185B | 127 |