Sax Wealth Advisors’s Cannae Holdings CNNE Stock Holding History

Sax Wealth Advisors’s Portfolio CNNE Stock Details CNNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$165K	Buy	+10,761	New	+$163K	﹤0.01%	719

Other funds holding CNNE

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

Shayne & Jacobs LLC Nashville, Tennessee $335M AUM 11.96% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Sax Wealth Advisors's CNNE Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Cannae Holdings (CNNE) in Q3 2026: 10,761 shares worth $165K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings.

32 funds tracked by Wall St. Rank hold CNNE as of Q3 2026.

Sax Wealth Advisors held 10,761 shares of Cannae Holdings worth $165K as of Q3 2026.
Cannae Holdings was a new Sax Wealth Advisors position in Q3 2026.
Cannae Holdings made up ﹤0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #719 holding.
32 funds tracked by Wall St. Rank held Cannae Holdings as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.