Morton Brown Family Wealth’s CNFinance Holdings CNF Stock Holding History

Morton Brown Family Wealth’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 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

Other funds holding CNF

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $1.36B AUM 249.29% 1-Year Est. Return

Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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. 9 funds tracked by Wall St. Rank hold 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.
9 funds 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.