Morgan Stanley

Morgan Stanley’s CNFinance Holdings CNF Stock Holding History

Morgan Stanley’s Portfolio CNF Stock Details CNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.36K	Hold	1,370	–	–	﹤0.01%	7118
2025 Q4	$8.29K	Buy	1,370 +434	+46%	+$2.27K	﹤0.01%	6933
2025 Q3	$3.92K	Sell	936 -10,182	-92%	-$57.2K	﹤0.01%	7153
2025 Q2	$72.3K	Buy	11,118 +9,630	+647%	+$59.6K	﹤0.01%	6236
2025 Q1	$11.6K	Sell	1,488 -200	-12%	-$2.13K	﹤0.01%	6756
2024 Q4	$16K	Sell	1,688 -780	-32%	-$9.32K	﹤0.01%	6642
2024 Q3	$30.9K	Buy	2,468 +260	+12%	+$2.91K	﹤0.01%	6357
2024 Q2	$35.8K	Sell	2,208 -212	-9%	-$3.68K	﹤0.01%	6272
2024 Q1	$50.1K	Sell	2,420 -2,968	-55%	-$64.9K	﹤0.01%	6211
2023 Q4	$120K	Buy	5,388 +2,680	+99%	+$68.4K	﹤0.01%	6102
2023 Q3	$102K	Sell	2,708 -20	-0.7%	-$643	﹤0.01%	5882
2023 Q2	$79.7K	Sell	2,728 -20	-0.7%	-$563	﹤0.01%	6041
2023 Q1	$67.9K	Sell	2,748 -148	-5%	-$3K	﹤0.01%	6159
2022 Q4	$49.5K	Sell	2,896 -298	-9%	-$6.1K	﹤0.01%	6297
2022 Q3	$81K	Sell	3,194 -36,531	-92%	-$922K	﹤0.01%	6179
2022 Q2	$1.01M	Buy	39,725 +39,654	+55,851%	+$1.12M	﹤0.01%	5007
2022 Q1	$2K	Buy	+71	New	+$2.56K	﹤0.01%	7728
2021 Q2	–	Sell	-1	Closed	–	–	7750
2021 Q1	$0	Buy	+1	New	+$35	﹤0.01%	7487

Other funds holding CNF

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $177M AUM 286.05% 1-Year Est. Return

Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $190M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morton Brown Family Wealth Allentown, Pennsylvania $378M AUM 18.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return