Bank of New York Mellon
CNF

Bank of New York Mellon’s CNFinance Holdings CNF Stock Holding History

Bank of New York Mellon’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
Q3 		– Sell
-1,105
Closed -$7.18K – 4188
2025
Q2 		$7.18K Hold
1,105
– – ﹤0.01% 4131
2025
Q1 		$8.62K Hold
1,105
– – ﹤0.01% 4105
2024
Q4 		$10.5K Hold
1,105
– – ﹤0.01% 4110
2024
Q3 		$13.8K Hold
1,105
– – ﹤0.01% 4075
2024
Q2 		$17.9K Buy
1,105
+1
+0.1% +$17 ﹤0.01% 4085
2024
Q1 		$22.9K Hold
1,104
– – ﹤0.01% 4110
2023
Q4 		$24.5K Hold
1,104
– – ﹤0.01% 4220
2023
Q3 		$41.7K Hold
1,104
– – ﹤0.01% 4181
2023
Q2 		$32.3K Hold
1,104
– – ﹤0.01% 4238
2023
Q1 		$27.3K Hold
1,104
– – ﹤0.01% 4273
2022
Q4 		$18.9K Hold
1,104
– – ﹤0.01% 4364
2022
Q3 		$28K Hold
1,104
– – ﹤0.01% 4407
2022
Q2 		$28K Buy
+1,104
New +$31.3K ﹤0.01% 4451

Other funds holding CNF

GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $177M AUM 286.05% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $378M AUM 18.05% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $119M AUM 17.26% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return