IFP Advisors’s Central Securities Corp CET Stock Holding History

IFP Advisors’s Portfolio CET Stock Details CET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$44.2K	Hold	796	–	–	﹤0.01%	2482
2026 Q2	$41.8K	Buy	+796	New	+$41.8K	﹤0.01%	2517
2023 Q3	–	Sell	-4	Closed	-$146	–	3337
2023 Q2	$146	Hold	4	–	–	﹤0.01%	3333
2023 Q1	$113	Sell	4 -59	-94%	-$2.06K	﹤0.01%	3302
2022 Q4	$3K	Hold	63	–	–	﹤0.01%	3984
2022 Q3	$4K	Buy	63 +13	+26%	+$469	﹤0.01%	4101
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	3961
2022 Q1	$3K	Buy	+50	New	+$2.08K	﹤0.01%	3960
2019 Q1	$46K	Hold	1,610	–	–	0.01%	996
2018 Q4	$40K	Buy	1,610 +68	+4%	+$1.82K	﹤0.01%	1729
2018 Q3	$45K	Sell	1,542 -41	-3%	-$1.18K	﹤0.01%	1947
2018 Q2	$44K	Hold	1,583	–	–	﹤0.01%	1995
2018 Q1	$43K	Hold	1,583	–	–	﹤0.01%	1901
2017 Q4	$43K	Buy	1,583 +15	+1%	+$401	﹤0.01%	1922
2017 Q3	$41K	Hold	1,568	–	–	﹤0.01%	2107
2017 Q2	$39K	Buy	1,568 +1,000	+176%	+$24.7K	﹤0.01%	2131
2017 Q1	$14K	Hold	568	–	–	﹤0.01%	2708
2016 Q4	$12K	Buy	568 +18	+3%	+$382	﹤0.01%	2781
2016 Q3	$12K	Hold	550	–	–	﹤0.01%	2701
2016 Q2	$11K	Sell	550 -1,060	-66%	-$20.8K	﹤0.01%	2684
2016 Q1	$46K	Buy	1,610 +1,060	+193%	+$19.1K	0.01%	999
2015 Q4	$10K	Buy	+550	New	+$11K	﹤0.01%	2571

Other funds holding CET

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

TWM

Todd Wealth Management Venice, Florida $131M AUM 28.18% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

KFG LLC Rapid City, South Dakota $151M AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Vaquero Private Wealth Dallas, Texas $477M AUM

Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return

IFP Advisors's CET Position: Q3 2026 in Review

IFP Advisors held its Central Securities Corp (CET) position steady in Q3 2026 at 796 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2482.

IFP Advisors first reported a position in CET in Q4 2015 and has held it in 22 quarters since. The position peaked at $46K in Q1 2019. 47 funds tracked by Wall St. Rank hold CET as of Q3 2026.

IFP Advisors held 796 shares of Central Securities Corp worth $44.2K as of Q3 2026.
IFP Advisors left its Central Securities Corp share count unchanged in Q3 2026.
Central Securities Corp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2482 holding.
IFP Advisors first reported a position in Central Securities Corp in Q4 2015 and has held it in 22 quarters since.
IFP Advisors's Central Securities Corp position peaked at $46K in Q1 2019.
47 funds tracked by Wall St. Rank held Central Securities Corp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.