Paloma Partners’s CNFinance Holdings CNF Stock Holding History

Paloma Partners’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	$1.19M	Hold	305,337	–	–	0.23%	51
2025 Q4	$1.85M	Hold	305,337	–	–	0.34%	43
2025 Q3	$1.28M	Sell	305,337 -1	-0%	-$6	0.21%	63
2025 Q2	$1.98M	Hold	305,338	–	–	0.29%	65
2025 Q1	$2.38M	Hold	305,338	–	–	0.29%	58
2024 Q4	$2.9M	Hold	305,338	–	–	0.13%	98
2024 Q3	$3.82M	Hold	305,338	–	–	0.11%	177
2024 Q2	$4.95M	Hold	305,338	–	–	0.14%	128
2024 Q1	$6.32M	Hold	305,338	–	–	0.33%	73
2023 Q4	$6.78M	Hold	305,338	–	–	0.25%	71
2023 Q3	$11.5M	Hold	305,338	–	–	0.4%	36
2023 Q2	$8.92M	Hold	305,338	–	–	0.32%	42
2023 Q1	$7.54M	Hold	305,338	–	–	0.27%	60
2022 Q4	$5.22M	Hold	305,338	–	–	0.24%	66
2022 Q3	$7.7M	Buy	+305,338	New	+$7.7M	0.35%	35

Other funds holding CNF

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

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

MBFW

Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Paloma Partners's CNF Position: Q1 2026 in Review

Paloma Partners held its CNFinance Holdings (CNF) position steady in Q1 2026 at 305,337 shares worth $1.19M. The position accounts for 0.23% of the portfolio, ranked #51.

Paloma Partners first reported a position in CNF in Q3 2022 and has held it in 15 quarters since. The position peaked at $11.5M in Q3 2023. 10 funds tracked by Wall St. Rank hold CNF as of Q1 2026.

Paloma Partners held 305,337 shares of CNFinance Holdings worth $1.19M as of Q1 2026.
Paloma Partners left its CNFinance Holdings share count unchanged in Q1 2026.
CNFinance Holdings made up 0.23% of Paloma Partners's portfolio in Q1 2026, its #51 holding.
Paloma Partners first reported a position in CNFinance Holdings in Q3 2022 and has held it in 15 quarters since.
Paloma Partners's CNFinance Holdings position peaked at $11.5M in Q3 2023.
10 funds tracked by Wall St. Rank held CNFinance Holdings as of Q1 2026.

Based on Paloma Partners's 13F filing for Q1 2026, filed 15 May 2026.