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Curated Wealth Partners’s C&F Financial CFFI Stock Holding History

Curated Wealth Partners’s Portfolio CFFI Stock Details CFFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1K Buy
+10,000
New +$756K ﹤0.01% 836

Other funds holding CFFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Curated Wealth Partners's CFFI Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in C&F Financial (CFFI) in Q2 2026: 10,000 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings.

4 funds tracked by Wall St. Rank hold CFFI as of Q2 2026.

  • Curated Wealth Partners held 10,000 shares of C&F Financial worth $10.1K as of Q2 2026.
  • C&F Financial was a new Curated Wealth Partners position in Q2 2026.
  • C&F Financial made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #836 holding.
  • 4 funds tracked by Wall St. Rank held C&F Financial as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.