RhumbLine Advisers
CNF

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

GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $177M AUM 286.05% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $378M AUM 18.05% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $119M AUM 17.26% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return