BALANCED WEALTH GROUP LLC

Position in CFBK — Cf Bankshares Inc.

CIK 2009783 WESTLAKE, OH

Position in CFBK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$231,946

New position

Shares Held

7,078

first reported quarter

Ownership

0.109%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#64

of 101 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BALANCED WEALTH GROUP LLC holds $758,124 across 3 Banks - Regional names. CFBK ranks #3 (30.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	1,194	$293,986
2	HBAN	Huntington Bancshares Inc /Md/	13,096	$232,192
3	CFBK	Cf Bankshares Inc. This page	7,078	$231,946

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,946	7,078	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.