IFP Advisors’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.54K | Buy |
260
+15
| +6% | +$306 | ﹤0.01% | 3720 |
|
|
2026
Q1 | $4.35K | Hold |
245
| – | – | ﹤0.01% | 3607 |
|
|
2025
Q4 | $3.76K | Hold |
245
| – | – | ﹤0.01% | 3562 |
|
|
2025
Q3 | $5.57K | Buy |
+245
| New | +$6.51K | ﹤0.01% | 3195 |
|
|
2025
Q2 | – | Sell |
-245
| Closed | -$8.21K | – | 2486 |
|
|
2025
Q1 | $8.74K | Sell |
245
-16
| -6% | -$681 | ﹤0.01% | 2625 |
|
|
2024
Q4 | $12.9K | Buy |
261
+1
| +0.4% | +$44 | ﹤0.01% | 2439 |
|
|
2024
Q3 | $10.5K | Hold |
260
| – | – | ﹤0.01% | 2403 |
|
|
2024
Q2 | $14.1K | Hold |
260
| – | – | ﹤0.01% | 2214 |
|
|
2024
Q1 | $10.9K | Hold |
260
| – | – | ﹤0.01% | 2203 |
|
|
2023
Q4 | $10.3K | Sell |
260
-51
| -16% | -$1.92K | ﹤0.01% | 2178 |
|
|
2023
Q3 | $11.5K | Sell |
311
-25
| -7% | -$975 | ﹤0.01% | 2197 |
|
|
2023
Q2 | $13.4K | Hold |
336
| – | – | ﹤0.01% | 2187 |
|
|
2023
Q1 | $22.2K | Sell |
336
-558
| -62% | -$24.5K | ﹤0.01% | 1975 |
|
|
2022
Q4 | $58K | Hold |
894
| – | – | ﹤0.01% | 2135 |
|
|
2022
Q3 | $58K | Buy |
894
+200
| +29% | +$8.51K | ﹤0.01% | 2259 |
|
|
2022
Q2 | $45K | Hold |
694
| – | – | ﹤0.01% | 2230 |
|
|
2022
Q1 | $45K | Sell |
694
-317
| -31% | -$17K | ﹤0.01% | 2230 |
|
|
2021
Q4 | $52K | Sell |
1,011
-350
| -26% | -$16.7K | ﹤0.01% | 1536 |
|
|
2021
Q3 | $61K | Hold |
1,361
| – | – | ﹤0.01% | 1506 |
|
|
2021
Q2 | $60K | Hold |
1,361
| – | – | ﹤0.01% | 1447 |
|
|
2021
Q1 | $67K | Sell |
1,361
-550
| -29% | -$25.1K | ﹤0.01% | 1333 |
|
|
2020
Q4 | $75K | Sell |
1,911
-660
| -26% | -$21.9K | ﹤0.01% | 1270 |
|
|
2020
Q3 | $73K | Buy |
2,571
+1,245
| +94% | +$34.5K | ﹤0.01% | 1134 |
|
|
2020
Q2 | $37K | Buy |
1,326
+30
| +2% | +$854 | ﹤0.01% | 1333 |
|
|
2020
Q1 | $32K | Buy |
1,296
+145
| +13% | +$6.37K | ﹤0.01% | 1305 |
|
|
2019
Q4 | $65K | Hold |
1,151
| – | – | ﹤0.01% | 1146 |
|
|
2019
Q3 | $67K | Buy |
+1,151
| New | +$60.7K | ﹤0.01% | 1236 |
|
|
2019
Q1 | – | Sell |
-4,091
| Closed | -$197K | – | 2730 |
|
|
2018
Q4 | $197K | Buy |
4,091
+989
| +32% | +$51.6K | 0.01% | 872 |
|
|
2018
Q3 | $162K | Sell |
3,102
-2,286
| -42% | -$126K | 0.01% | 1193 |
|
|
2018
Q2 | $340K | Sell |
5,388
-1,354
| -20% | -$88.1K | 0.01% | 827 |
|
|
2018
Q1 | $438K | Hold |
6,742
| – | – | 0.02% | 673 |
|
|
2017
Q4 | $438K | Sell |
6,742
-99
| -1% | -$6.49K | 0.02% | 672 |
|
|
2017
Q3 | $439K | Sell |
6,841
-348
| -5% | -$23.3K | 0.02% | 740 |
|
|
2017
Q2 | $518K | Buy |
7,189
+1
| +0% | +$70 | 0.02% | 669 |
|
|
2017
Q1 | $487K | Buy |
7,188
+221
| +3% | +$14.5K | 0.02% | 691 |
|
|
2016
Q4 | $447K | Buy |
6,967
+27
| +0.4% | +$1.62K | 0.02% | 666 |
|
|
2016
Q3 | $398K | Buy |
6,940
+101
| +1% | +$6K | 0.02% | 658 |
|
|
2016
Q2 | $395K | Buy |
+6,839
| New | +$400K | 0.02% | 644 |
|
|
2016
Q1 | – | Sell |
-4,930
| Closed | -$275K | – | 2747 |
|
|
2015
Q4 | $275K | Buy |
+4,930
| New | +$274K | 0.02% | 704 |
|
Other funds holding FUN
DPCM
SHCM
DC
HPM
JPM
IFP Advisors's FUN Position: Q2 2026 in Review
IFP Advisors increased its Cedar Fair (FUN) stake by 6.1% in Q2 2026, buying an estimated $306 and bringing the position to 260 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #3720.
IFP Advisors first reported a position in FUN in Q4 2015 and has held it in 39 quarters since. The position peaked at $518K in Q2 2017. 311 funds tracked by Wall St. Rank hold FUN as of Q2 2026.
- IFP Advisors held 260 shares of Cedar Fair worth $5.54K as of Q2 2026.
- IFP Advisors bought 15 Cedar Fair shares in Q2 2026, an estimated $306.
- Cedar Fair made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3720 holding.
- IFP Advisors first reported a position in Cedar Fair in Q4 2015 and has held it in 39 quarters since.
- IFP Advisors's Cedar Fair position peaked at $518K in Q2 2017.
- 311 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.