KFP
CEPO

Kerr Financial Planning’s Cantor Equity Partners I CEPO Stock Holding History

Kerr Financial Planning’s Portfolio CEPO Stock Details CEPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.01K Hold
150
– – ﹤0.01% 464
2026
Q1 		$1.67K Hold
150
– – ﹤0.01% 460
2025
Q4 		$1.72K Buy
+150
New +$1.57K ﹤0.01% 454

Other funds holding CEPO

MC
Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
RC
RLH Capital Great Neck, New York $209M AUM
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $567M AUM 0.34% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
RA
RiverPark Advisors New York $219M AUM 14.91% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $1.22B AUM 391.74% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Kerr Financial Planning's CEPO Position: Q2 2026 in Review

Kerr Financial Planning held its Cantor Equity Partners I (CEPO) position steady in Q2 2026 at 150 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Kerr Financial Planning first reported a position in CEPO in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold CEPO as of Q2 2026.

  • Kerr Financial Planning held 150 shares of Cantor Equity Partners I worth $2.01K as of Q2 2026.
  • Kerr Financial Planning left its Cantor Equity Partners I share count unchanged in Q2 2026.
  • Cantor Equity Partners I made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #464 holding.
  • Kerr Financial Planning first reported a position in Cantor Equity Partners I in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Cantor Equity Partners I as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.