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Ritholtz Wealth Management’s C&F Financial CFFI Stock Holding History

Ritholtz Wealth Management’s Portfolio CFFI Stock Details CFFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,066
Closed -$218K – 934
2024
Q4 		$218K Buy
+3,066
New +$210K 0.01% 797
2024
Q1 		– Sell
-4,166
Closed -$284K – 793
2023
Q4 		$284K Sell
4,166
-225
-5% -$13.1K 0.01% 613
2023
Q3 		$235K Buy
+4,391
New +$240K 0.01% 610

Other funds holding CFFI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Ritholtz Wealth Management's CFFI Position: Q1 2025 in Review

Ritholtz Wealth Management sold out of C&F Financial (CFFI) in Q1 2025, closing a stake of 3,066 shares — an estimated $218K sold.

Ritholtz Wealth Management first reported a position in CFFI in Q3 2023 and held it in 3 quarters. The position peaked at $284K in Q4 2023. 62 funds tracked by Wall St. Rank hold CFFI as of Q1 2025.

  • Ritholtz Wealth Management reported no remaining C&F Financial position as of Q1 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 3,066 C&F Financial shares in Q1 2025, an estimated $218K.
  • Ritholtz Wealth Management first reported a position in C&F Financial in Q3 2023 and held it in 3 quarters.
  • Ritholtz Wealth Management's C&F Financial position peaked at $284K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held C&F Financial as of Q1 2025.

Based on Ritholtz Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.