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Cnfinance Hldgs shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Cnfinance Hldgs shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Cnfinance Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Cnfinance Hldgs held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cnfinance Hldgs by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $151 25 6.04
2025-09-30 $105 25 4.20

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Avantis International Small Cap Value Etf Etf (AVDV)
Ishares National Muni Bond Etf Etf (MUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

Top funds holding Cnfinance Hldgs

Gagnon Securities
Sunrise Partners Limited Partnership
Gagnon Advisors
UBS Group
Rachor Investment Advisory Services
Advisor Group Holdings
Jpmorgan Chase & Co
Morton Brown Family Wealth
Harbor Asset Planning
Hanson McClain Advisors

View all funds holding Cnfinance Hldgs