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 $519M AUM 44.91% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $1.36B AUM 249.29% 1-Year Est. Return
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Creative Planning's CNF Position: Q3 2025 in Review

Creative Planning sold out of CNFinance Holdings (CNF) in Q3 2025, closing a stake of 1,932 shares — an estimated $12.6K sold.

Creative Planning first reported a position in CNF in Q2 2022 and held it in 12 quarters. The position peaked at $73K in Q3 2023. 11 funds tracked by Wall St. Rank hold CNF as of Q3 2025.

  • Creative Planning reported no remaining CNFinance Holdings position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 1,932 CNFinance Holdings shares in Q3 2025, an estimated $12.6K.
  • Creative Planning first reported a position in CNFinance Holdings in Q2 2022 and held it in 12 quarters.
  • Creative Planning's CNFinance Holdings position peaked at $73K in Q3 2023.
  • 11 funds tracked by Wall St. Rank held CNFinance Holdings as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.