RhumbLine Advisers’s CNFinance Holdings CNF Stock Holding History

RhumbLine Advisers’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
2025 Q3	–	Sell	-139	Closed	-$900	–	4137
2025 Q2	$900	Sell	139 -15	-10%	-$93	﹤0.01%	4042
2025 Q1	$1.2K	Sell	154 -982	-86%	-$10.5K	﹤0.01%	4018
2024 Q4	$10.8K	Sell	1,136 -1,955	-63%	-$23.4K	﹤0.01%	3871
2024 Q3	$38.6K	Hold	3,091	–	–	﹤0.01%	3727
2024 Q2	$50.1K	Sell	3,091 -61	-2%	-$1.06K	﹤0.01%	3679
2024 Q1	$65.3K	Hold	3,152	–	–	﹤0.01%	3562
2023 Q4	$70K	Hold	3,152	–	–	﹤0.01%	3551
2023 Q3	$119K	Hold	3,152	–	–	﹤0.01%	3399
2023 Q2	$92.1K	Buy	+3,152	New	+$88.8K	﹤0.01%	3541

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

MBFW

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

HAP

Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

RhumbLine Advisers's CNF Position: Q3 2025 in Review

RhumbLine Advisers sold out of CNFinance Holdings (CNF) in Q3 2025, closing a stake of 139 shares — an estimated $900 sold.

RhumbLine Advisers first reported a position in CNF in Q2 2023 and held it in 9 quarters. The position peaked at $119K in Q3 2023. 11 funds tracked by Wall St. Rank hold CNF as of Q3 2025.

RhumbLine Advisers reported no remaining CNFinance Holdings position as of Q3 2025 after selling out during the quarter.
RhumbLine Advisers sold 139 CNFinance Holdings shares in Q3 2025, an estimated $900.
RhumbLine Advisers first reported a position in CNFinance Holdings in Q2 2023 and held it in 9 quarters.
RhumbLine Advisers's CNFinance Holdings position peaked at $119K in Q3 2023.
11 funds tracked by Wall St. Rank held CNFinance Holdings as of Q3 2025.

Based on RhumbLine Advisers's 13F filing for Q3 2025, filed 6 Nov 2025.