True Wealth Design’s Cannae Holdings CNNE Stock Holding History

True Wealth Design’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 Q2	$3.21K	Buy	223 +222	+22,200%	+$3.02K	﹤0.01%	1513
2026 Q1	$12	Sell	1 -20	-95%	-$268	﹤0.01%	2661
2025 Q4	$331	Sell	21 -2	-9%	-$34	﹤0.01%	2092
2025 Q3	$422	Hold	23	–	–	﹤0.01%	2061
2025 Q2	$480	Hold	23	–	–	﹤0.01%	1765
2025 Q1	$422	Buy	+23	New	+$434	﹤0.01%	1613

Other funds holding CNNE

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return