Creative Planning
CNF

Creative Planning’s CNFinance Holdings CNF Stock Holding History

Creative Planning’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
-1,932
Closed -$12.6K – 3933
2025
Q2 		$12.6K Hold
1,932
– – ﹤0.01% 3610
2025
Q1 		$15.1K Hold
1,932
– – ﹤0.01% 3413
2024
Q4 		$18.4K Hold
1,932
– – ﹤0.01% 3349
2024
Q3 		$24.1K Hold
1,932
– – ﹤0.01% 3142
2024
Q2 		$31.3K Hold
1,932
– – ﹤0.01% 2958
2024
Q1 		$40K Hold
1,932
– – ﹤0.01% 2801
2023
Q4 		$42.9K Hold
1,932
– – ﹤0.01% 2655
2023
Q3 		$73K Hold
1,932
– – ﹤0.01% 2439
2023
Q2 		$56.5K Hold
1,932
– – ﹤0.01% 2428
2023
Q1 		$47.7K Hold
1,932
– – ﹤0.01% 2347
2022
Q4 		$33K Buy
+1,932
New +$39.6K ﹤0.01% 2277
2022
Q3 		– Sell
-1,932
Closed -$49K – 2343
2022
Q2 		$49K Buy
+1,932
New +$54.8K ﹤0.01% 2057

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