SC
CNF

Savant Capital’s CNFinance Holdings CNF Stock Holding History

Savant Capital’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
-6,614
Closed -$43K – 1323
2025
Q2 		$43K Hold
6,614
– – ﹤0.01% 1220
2025
Q1 		$51.6K Hold
6,614
– – ﹤0.01% 1059
2024
Q4 		$62.8K Hold
6,614
– – ﹤0.01% 1402
2024
Q3 		$82.7K Hold
6,614
– – ﹤0.01% 1348
2024
Q2 		$107K Hold
6,614
– – ﹤0.01% 1198
2024
Q1 		$137K Hold
6,614
– – ﹤0.01% 1059
2023
Q4 		$147K Hold
6,614
– – ﹤0.01% 821
2023
Q3 		$250K Hold
6,614
– – ﹤0.01% 707
2023
Q2 		$193K Hold
6,614
– – ﹤0.01% 748
2023
Q1 		$163K Buy
+6,614
New +$134K ﹤0.01% 695

Other funds holding CNF

GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M 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 $1.56T AUM 27.86% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Savant Capital's CNF Position: Q3 2025 in Review

Savant Capital sold out of CNFinance Holdings (CNF) in Q3 2025, closing a stake of 6,614 shares — an estimated $43K sold.

Savant Capital first reported a position in CNF in Q1 2023 and held it in 10 quarters. The position peaked at $250K in Q3 2023. 11 funds tracked by Wall St. Rank hold CNF as of Q3 2025.

  • Savant Capital reported no remaining CNFinance Holdings position as of Q3 2025 after selling out during the quarter.
  • Savant Capital sold 6,614 CNFinance Holdings shares in Q3 2025, an estimated $43K.
  • Savant Capital first reported a position in CNFinance Holdings in Q1 2023 and held it in 10 quarters.
  • Savant Capital's CNFinance Holdings position peaked at $250K in Q3 2023.
  • 11 funds tracked by Wall St. Rank held CNFinance Holdings as of Q3 2025.

Based on Savant Capital's 13F filing for Q3 2025, filed 5 Nov 2025.