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Independent Financial Group’s Cedar Fair FUN Stock Holding History

Independent Financial Group’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,400
Closed -$256K – 1388
2025
Q2 		$256K Sell
8,400
-200
-2% -$6.7K 0.01% 1101
2025
Q1 		$307K Buy
8,600
+832
+11% +$35.4K 0.01% 922
2024
Q4 		$374K Buy
7,768
+300
+4% +$13.2K 0.01% 815
2024
Q3 		$301K Buy
7,468
+481
+7% +$22K 0.01% 881
2024
Q2 		$380K Sell
6,987
-933
-12% -$40.2K 0.02% 723
2024
Q1 		$332K Hold
7,920
– – 0.02% 742
2023
Q4 		$315K Sell
7,920
-800
-9% -$30.1K 0.02% 699
2023
Q3 		$323K Sell
8,720
-50
-0.6% -$1.95K 0.02% 630
2023
Q2 		$351K Sell
8,770
-100
-1% -$4.27K 0.02% 585
2023
Q1 		$405K Sell
8,870
-135
-1% -$5.94K 0.03% 511
2022
Q4 		$372K Sell
9,005
-225
-2% -$9.04K 0.03% 506
2022
Q3 		$380K Sell
9,230
-400
-4% -$17K 0.03% 471
2022
Q2 		$423K Buy
9,630
+200
+2% +$9.7K 0.05% 421
2022
Q1 		$517K Buy
9,430
+1,000
+12% +$53.6K 0.04% 422
2021
Q4 		$422K Buy
8,430
+50
+0.6% +$2.39K 0.03% 468
2021
Q3 		$389K Hold
8,380
– – 0.04% 440
2021
Q2 		$376K Hold
8,380
– – 0.04% 457
2021
Q1 		$416K Hold
8,380
– – 0.05% 376
2020
Q4 		$330K Sell
8,380
-250
-3% -$8.31K 0.05% 403
2020
Q3 		$242K Buy
8,630
+500
+6% +$13.9K 0.05% 402
2020
Q2 		$224K Buy
+8,130
New +$232K 0.05% 389

Other funds holding FUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Independent Financial Group's FUN Position: Q3 2025 in Review

Independent Financial Group sold out of Cedar Fair (FUN) in Q3 2025, closing a stake of 8,400 shares — an estimated $256K sold.

Independent Financial Group first reported a position in FUN in Q2 2020 and held it in 21 quarters. The position peaked at $517K in Q1 2022. 306 funds tracked by Wall St. Rank hold FUN as of Q3 2025.

  • Independent Financial Group reported no remaining Cedar Fair position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 8,400 Cedar Fair shares in Q3 2025, an estimated $256K.
  • Independent Financial Group first reported a position in Cedar Fair in Q2 2020 and held it in 21 quarters.
  • Independent Financial Group's Cedar Fair position peaked at $517K in Q1 2022.
  • 306 funds tracked by Wall St. Rank held Cedar Fair as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.