Corefirst Bank & Trust
CoreFirst Bank & Trust, headquartered in Topeka, Kansas, is a regional bank offering personal and business banking services such as deposit accounts, loans, mortgages, investment solutions, and trust services. Founded in 1959 (originally as Commerce State Bank), the firm serves individuals and businesses across Topeka, Denver, and the Kansas City area. The company is recognized for its community commitment and history of innovation, now employing an estimated 200-500 staff across its branches and investment/trust departments.
Investment Strategy
CoreFirst Bank & Trust utilizes a rigorous, research-driven investment process tailored to individual client objectives and risk tolerance. The firm employs asset allocation across diverse classes—stocks, bonds, mutual funds, foreign debt, commodities, real estate—with monitoring by a Trust Investment Committee. Operating under an open architecture model, CoreFirst is not limited to proprietary products and adapts portfolios based on regular reviews, aiming to create and preserve client wealth with coordinated legal, tax, and insurance considerations.
Top Holdings
Equity Positions (341)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CL | Colgate Palmolive Co | 5.68% | $10.1M | 110,682 | $85.50 | $90.90 | -$1.4M |
A AAPL | Apple Inc | 5.21% | $9.2M | 44,994 | $135.10 | $205.17 | -$1.2M |
A AVDV | Avantis Intl Small Cap Value | 5.15% | $9.1M | 114,987 | $61.30 | $79.28 | +$1.1M |
V VEA | Vanguard FTSE Developed Markets ETF | 3.96% | $7.0M | 123,152 | $49.95 | $57.01 | +$1.0M |
I IVLU | IShares Edge MSCI Intl Value | 3.43% | $6.1M | 184,435 | $25.58 | $32.89 | +$543.6K |