TWPM
CF icon

Total Wealth Planning & Management’s CF Industries CF Stock Holding History

Total Wealth Planning & Management’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$763K Buy
5,880
+1,324
+29% +$135K 0.56% 55
2025
Q4 		$352K Buy
+4,556
New +$374K 0.26% 129
2025
Q2 		$448K Buy
6,900
+2,632
+62% +$224K 0.36% 95
2025
Q1 		$334K Sell
4,268
-622
-13% -$52.2K 0.32% 116
2024
Q4 		$417K Buy
+4,890
New +$423K 0.38% 75

Other funds holding CF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Total Wealth Planning & Management's CF Position: Q1 2026 in Review

Total Wealth Planning & Management increased its CF Industries (CF) stake by 29% in Q1 2026, buying an estimated $135K and bringing the position to 5,880 shares worth $763K. The position accounts for 0.56% of the portfolio, ranked #55.

Total Wealth Planning & Management first reported a position in CF in Q4 2024 and has held it in 5 quarters since. 915 funds tracked by Wall St. Rank hold CF as of Q1 2026.

  • Total Wealth Planning & Management held 5,880 shares of CF Industries worth $763K as of Q1 2026.
  • Total Wealth Planning & Management bought 1,324 CF Industries shares in Q1 2026, an estimated $135K.
  • CF Industries made up 0.56% of Total Wealth Planning & Management's portfolio in Q1 2026, its #55 holding.
  • Total Wealth Planning & Management first reported a position in CF Industries in Q4 2024 and has held it in 5 quarters since.
  • 915 funds tracked by Wall St. Rank held CF Industries as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.