HAP
CNF

Harbor Asset Planning’s CNFinance Holdings CNF Stock Holding History

Harbor Asset 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
2026
Q1 		– Sell
-15
Closed -$91 – 426
2025
Q4 		$91 Hold
15
– – ﹤0.01% 438
2025
Q3 		$63 Sell
15
-1
-6% -$6 ﹤0.01% 406
2025
Q2 		$101 Buy
+16
New +$99 ﹤0.01% 407

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbor Asset Planning's CNF Position: Q1 2026 in Review

Harbor Asset Planning sold out of CNFinance Holdings (CNF) in Q1 2026, closing a stake of 15 shares — an estimated $91 sold.

Harbor Asset Planning first reported a position in CNF in Q2 2025 and held it in 3 quarters. The position peaked at $101 in Q2 2025. 10 funds tracked by Wall St. Rank hold CNF as of Q1 2026.

  • Harbor Asset Planning reported no remaining CNFinance Holdings position as of Q1 2026 after selling out during the quarter.
  • Harbor Asset Planning sold 15 CNFinance Holdings shares in Q1 2026, an estimated $91.
  • Harbor Asset Planning first reported a position in CNFinance Holdings in Q2 2025 and held it in 3 quarters.
  • Harbor Asset Planning's CNFinance Holdings position peaked at $101 in Q2 2025.
  • 10 funds tracked by Wall St. Rank held CNFinance Holdings as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.