CNFCNFINANCE HLDGS LTD
CUSIP 18979T204 · Yahoo Finance ↗ · Google Finance ↗
Cnfinance Hldgs Ltd (CNF) has 10 institutional holders in Filings Flow’s 13F database, together reporting 701.5K shares worth $3M as of Q1 2026. The largest reported holders are Gagnon Securities LLC, Paloma Partners Management Co, and Gagnon Advisors, LLC.
Institutional Holders
10
Q1 2026
Reported Value
$3M
Ticker
CNF
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| GAGNON SECURITIES LLC$433M AUM | 0.28% | $1M | 313.9K | Q1 2026 |
| Paloma Partners Management Co$510M AUM | 0.23% | $1M | 305.3K | Q1 2026 |
| Gagnon Advisors, LLC$136M AUM | 0.23% | $314,204 | 80.4K | Q1 2026 |
| Rachor Investment Advisory Services, LLC$203M AUM | 0.00% | $212 | 54 | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.00% | $91 | 15 | Q4 2025OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.00% | $98 | 25 | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $5,357 | 1.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $164 | 42 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $446 | 114 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1,054 | 259 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $74 | 19 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $42 | 7 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $12 | 2 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.