AF
CNF

Allworth Financial’s CNFinance Holdings CNF Stock Holding History

Allworth Financial’s Portfolio CNF Stock Details CNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7
Closed -$30 – 5067
2025
Q3 		$30 Hold
7
– – ﹤0.01% 4795
2025
Q2 		$46 Hold
7
– – ﹤0.01% 4455
2025
Q1 		$47 Hold
7
– – ﹤0.01% 3979
2024
Q4 		$82 Hold
7
– – ﹤0.01% 3852
2024
Q3 		$88 Hold
7
– – ﹤0.01% 3664
2024
Q2 		$77 Hold
7
– – ﹤0.01% 3609
2024
Q1 		$145 Hold
7
– – ﹤0.01% 3482
2023
Q4 		$156 Hold
7
– – ﹤0.01% 3314
2023
Q3 		$265 Hold
7
– – ﹤0.01% 3192
2023
Q2 		$205 Hold
7
– – ﹤0.01% 3090
2023
Q1 		$173 Hold
7
– – ﹤0.01% 3038
2022
Q4 		$120 Hold
7
– – ﹤0.01% 2903
2022
Q3 		$0 Hold
7
– – ﹤0.01% 2716
2022
Q2 		$0 Buy
+7
New +$198 ﹤0.01% 2450

Other funds holding CNF

GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return

Allworth Financial's CNF Position: Q4 2025 in Review

Allworth Financial sold out of CNFinance Holdings (CNF) in Q4 2025, closing a stake of 7 shares — an estimated $30 sold.

Allworth Financial first reported a position in CNF in Q2 2022 and held it in 14 quarters. The position peaked at $265 in Q3 2023. 13 funds tracked by Wall St. Rank hold CNF as of Q4 2025.

  • Allworth Financial reported no remaining CNFinance Holdings position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 7 CNFinance Holdings shares in Q4 2025, an estimated $30.
  • Allworth Financial first reported a position in CNFinance Holdings in Q2 2022 and held it in 14 quarters.
  • Allworth Financial's CNFinance Holdings position peaked at $265 in Q3 2023.
  • 13 funds tracked by Wall St. Rank held CNFinance Holdings as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.