Morton Brown Family Wealth’s CNFinance Holdings CNF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $69 | Hold |
25
| – | – | ﹤0.01% | 413 |
|
|
2026
Q1 | $98 | Hold |
25
| – | – | ﹤0.01% | 288 |
|
|
2025
Q4 | $151 | Hold |
25
| – | – | ﹤0.01% | 288 |
|
|
2025
Q3 | $105 | Hold |
25
| – | – | ﹤0.01% | 261 |
|
|
2025
Q2 | $163 | Hold |
25
| – | – | ﹤0.01% | 304 |
|
|
2025
Q1 | $195 | Hold |
25
| – | – | ﹤0.01% | 305 |
|
|
2024
Q4 | $238 | Hold |
25
| – | – | ﹤0.01% | 269 |
|
|
2024
Q3 | $313 | Hold |
25
| – | – | ﹤0.01% | 258 |
|
|
2024
Q2 | $280 | Hold |
25
| – | – | ﹤0.01% | 213 |
|
|
2024
Q1 | $518 | Hold |
25
| – | – | ﹤0.01% | 203 |
|
|
2023
Q4 | $555 | Hold |
25
| – | – | ﹤0.01% | 268 |
|
|
2023
Q3 | $945 | Hold |
25
| – | – | ﹤0.01% | 172 |
|
|
2023
Q2 | $731 | Hold |
25
| – | – | ﹤0.01% | 166 |
|
|
2023
Q1 | $618 | Hold |
25
| – | – | ﹤0.01% | 280 |
|
|
2022
Q4 | $428 | Hold |
25
| – | – | ﹤0.01% | 151 |
|
|
2022
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 187 |
|
|
2022
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 221 |
|
|
2022
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 134 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1.18K | ﹤0.01% | 188 |
|
Morton Brown Family Wealth's CNF Position: Q2 2026 in Review
Morton Brown Family Wealth held its CNFinance Holdings (CNF) position steady in Q2 2026 at 25 shares worth $69. The position accounts for ﹤0.01% of the portfolio, ranked #413.
Morton Brown Family Wealth first reported a position in CNF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1K in Q3 2022. 1 fund tracked by Wall St. Rank holds CNF as of Q2 2026.
- Morton Brown Family Wealth held 25 shares of CNFinance Holdings worth $69 as of Q2 2026.
- Morton Brown Family Wealth left its CNFinance Holdings share count unchanged in Q2 2026.
- CNFinance Holdings made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #413 holding.
- Morton Brown Family Wealth first reported a position in CNFinance Holdings in Q4 2021 and has held it in 19 quarters since.
- Morton Brown Family Wealth's CNFinance Holdings position peaked at $1K in Q3 2022.
- 1 fund tracked by Wall St. Rank held CNFinance Holdings as of Q2 2026.
Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.