IFWM
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Institute for Wealth Management’s CF Industries CF Stock Holding History

Institute for Wealth Management’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$150K Buy
+1,383
New +$163K 0.01% 592
2025
Q3 		– Sell
-4,111
Closed -$378K – 566
2025
Q2 		$378K Buy
4,111
+1
+0% +$85 0.04% 376
2025
Q1 		$321K Buy
+4,110
New +$345K 0.04% 395

Other funds holding CF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Institute for Wealth Management's CF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in CF Industries (CF) in Q2 2026: 1,383 shares worth $150K. The stake represents 0.01% of the portfolio and ranks #592 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in CF as recently as Q2 2025.

Institute for Wealth Management first reported a position in CF in Q1 2025 and has held it in 3 quarters since. The position peaked at $378K in Q2 2025. 967 funds tracked by Wall St. Rank hold CF as of Q2 2026.

  • Institute for Wealth Management held 1,383 shares of CF Industries worth $150K as of Q2 2026.
  • CF Industries was a new Institute for Wealth Management position in Q2 2026.
  • CF Industries made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #592 holding.
  • Institute for Wealth Management first reported a position in CF Industries in Q1 2025 and has held it in 3 quarters since.
  • Institute for Wealth Management's CF Industries position peaked at $378K in Q2 2025.
  • 967 funds tracked by Wall St. Rank held CF Industries as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.