Valley National Advisers’s Cantor Equity Partners CEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-119
Closed -$2K 951
2025
Q3
$2K Hold
119
﹤0.01% 758
2025
Q2
$3K Buy
+119
New +$3.63K ﹤0.01% 706

Valley National Advisers's CEP Position: Q4 2025 in Review

Valley National Advisers sold out of Cantor Equity Partners (CEP) in Q4 2025, closing a stake of 119 shares — an estimated $2K sold.

Valley National Advisers first reported a position in CEP in Q2 2025 and held it in 2 quarters. The position peaked at $3K in Q2 2025. 0 funds tracked by Wall St. Rank hold CEP as of Q4 2025.

  • Valley National Advisers reported no remaining Cantor Equity Partners position as of Q4 2025 after selling out during the quarter.
  • Valley National Advisers sold 119 Cantor Equity Partners shares in Q4 2025, an estimated $2K.
  • Valley National Advisers first reported a position in Cantor Equity Partners in Q2 2025 and held it in 2 quarters.
  • Valley National Advisers's Cantor Equity Partners position peaked at $3K in Q2 2025.
  • 0 funds tracked by Wall St. Rank held Cantor Equity Partners as of Q4 2025.

Based on Valley National Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.