PFGIA
CEPO

Patriot Financial Group Insurance Agency’s Cantor Equity Partners I CEPO Stock Holding History

Patriot Financial Group Insurance Agency’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
2025
Q4 		– Sell
-25,468
Closed -$266K – 555
2025
Q3 		$266K Sell
25,468
-17,770
-41% -$197K 0.03% 403
2025
Q2 		$515K Buy
+43,238
New +$503K 0.06% 305

Other funds holding CEPO

MC
Meteora Capital Boca Raton, Florida $1.36B AUM 20.06% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.32% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
FPAM
Feynman Point Asset Management New York $81.1M AUM
RA
RiverPark Advisors New York $219M AUM 14.89% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CEPO Position: Q4 2025 in Review

Patriot Financial Group Insurance Agency sold out of Cantor Equity Partners I (CEPO) in Q4 2025, closing a stake of 25,468 shares — an estimated $266K sold.

Patriot Financial Group Insurance Agency first reported a position in CEPO in Q2 2025 and held it in 2 quarters. The position peaked at $515K in Q2 2025. 61 funds tracked by Wall St. Rank hold CEPO as of Q4 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Cantor Equity Partners I position as of Q4 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 25,468 Cantor Equity Partners I shares in Q4 2025, an estimated $266K.
  • Patriot Financial Group Insurance Agency first reported a position in Cantor Equity Partners I in Q2 2025 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Cantor Equity Partners I position peaked at $515K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held Cantor Equity Partners I as of Q4 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2025, filed 26 Jan 2026.