Country Club Bank /gfn
Country Club Bank is a privately-owned, Kansas City-based financial institution founded in 1953 that operates across Missouri, Kansas, Minnesota, and Oklahoma. It provides a comprehensive suite of banking, trust, investment management, and capital markets services through specialized divisions, including its Capital Markets Group established in 1985. The bank serves both institutional and individual clients, specializing in fixed-income securities, wealth management, and consulting for community banks nationwide. With nearly 500 employees, Country Club Bank focuses on client-centric investment and advisory services for high net worth individuals, nonprofit organizations, foundations, pension plans, and other institutional clients.
Investment Strategy
Country Club Bank, through its Capital Markets and Trust divisions, delivers investment management with a diversified approach, specializing in constructing and managing portfolios featuring fixed income and equity ETFs, top blue-chip stocks, and mutual funds. The bank emphasizes risk management, asset allocation, and personalized portfolio strategies tailored to both institutional and individual clients. Its institutional focus includes supporting community banks, nonprofit organizations, endowments, and pension plans via customized, consultative solutions based on each client’s risk tolerance, goals, and regulatory environment. The investment philosophy is rooted in long-term value, liquidity management, and consistent risk-adjusted returns, leveraging local market expertise to guide financial decision-making.
Latest 13F Filing Activity
Country Club Bank /gfn filed their most recent 13F report on Sep 30, 2025 disclosing 324 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Index FDS, Alphabet Inc., Ishares TR among other positions. Country Club Bank /gfn reduced exposure to United Parcel Service Inc., Unitedhealth Group Inc., Baxter Intl Inc. among others.
Top Holdings
Equity Positions (324)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 5.12% | $86.4M | 264,041 | $226.64 | $328.17 | +$8.7M |
V VXUS | VANGUARD STAR FDS | 4.82% | $81.3M | 1,111,887 | $54.91 | $73.46 | +$5.4M |
I IVV | ISHARES TR | 4.53% | $76.5M | 114,691 | $472.98 | $669.30 | +$8.3M |
M MSFT | MICROSOFT CORP | 2.72% | $46.0M | 89,302 | $306.78 | $517.95 | +$405.2K |
E EFA | ISHARES TR | 2.51% | $42.3M | 454,776 | $74.90 | $93.37 | +$2.7M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Vice President, Portfolio Manager | Kansas City, MO , United States | |
 | SVP, Portfolio Manager III | Kansas City, MO , United States | |
 | Investment Officer | Overland Park, KS , United States |