SEC 13F Intelligence

Financial Connections Group, Inc. / CMF

Financial Connections Group, Inc.’s Ishares Tr Position

Does Financial Connections Group, Inc. own Ishares Tr (CMF)? Yes153.9K shares worth $9M (+3.04% of its 13F portfolio) as of Q1 2026, down from 157.4K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
153.9K
% of Portfolio
+3.04%
Quarters Held
16
currently held

Position History CMF

Reported value by quarter
Q4 ’21: $705,000Q4 ’21Q1 ’22: $796,000Q2 ’22: $4MQ2 ’22Q3 ’22: $10MQ4 ’22: $10MQ4 ’22Q1 ’23: $10MQ2 ’23: $11MQ2 ’23Q4 ’23: $15MQ2 ’24: $14MQ2 ’24Q3 ’24: $14MQ4 ’24: $13MQ4 ’24Q1 ’25: $11MQ2 ’25: $9MQ2 ’25Q3 ’25: $9MQ4 ’25: $9MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026153.9K$9M+3.04%
Q4 2025157.4K$9M+3.11%
Q3 2025158.8K$9M+3.53%
Q2 2025166.4K$9M+3.83%
Q1 2025191.7K$11M+4.84%
Q4 2024229.8K$13M+6.32%
Q3 2024237.1K$14M+6.77%
Q2 2024246.1K$14M+7.26%
Q4 2023267.5K$15M+10.04%
Q2 2023186.3K$11M+6.96%
Q1 2023172.5K$10M+7.03%
Q4 2022174.4K$10M+7.72%
Q3 2022189.8K$10M+8.68%
Q2 202264.0K$4M+3.18%
Q1 202213.7K$796,000+0.80%
Q4 202111.3K$705,000+0.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Financial Connections Group, Inc.’s full portfolio or all institutional holders of CMF.