Who owns PROFESIONALLY MANAGED PORTFO?
- Ticker: CAFX
- CUSIP Number: 74316p587
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Analyze quarterly positions in Profesionally Managed Portfo with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Profesionally Managed Portfo stock
Who bought or sold PROFESIONALLY MANAGED PORTFO this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Advisor Group Holdings | 2.8M | $71M | 2% | Dec 2025 |
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| Envestnet Asset Management | 2.6M | $66M | -2% | Dec 2025 |
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| Envestnet Portfolio Solutions | 807k | $20M | 15% | Dec 2025 |
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| Mml Investors Services | 367k | $9.2M | 24% | Dec 2025 |
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| Principal Securities | 338k | $8.4M | 0% | Dec 2025 |
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| Branch Banking & Trust Company | 195k | $4.9M | 13% | Dec 2025 |
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| National Asset Management | 89k | $2.2M | 93% | Sep 2025 |
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| Goldman Sachs Group | 86k | $2.1M | -22% | Dec 2025 |
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| Flow Traders US | 68k | $1.7M | -15% | Dec 2025 |
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| Jane Street | 65k | $1.6M | 113% | Dec 2025 |
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| Kestra Advisory Services | 58k | $1.4M | 2% | Dec 2025 |
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| Transamerica Financial Advisors | 54k | $1.3M | 211% | Dec 2025 |
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| Essex Savings Bank | 51k | $1.3M | 0% | Dec 2025 |
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| Kestra Investment Management | 51k | $1.3M | 20% | Dec 2025 |
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| Citadel Advisors | 41k | $1.0M | -32% | Sep 2025 |
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| Snowden Capital Advisors | 26k | $643k | 39% | Dec 2025 |
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| Cetera Investment Advisers | 25k | $636k | 100% | Dec 2025 |
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| PFG Advisors | 22k | $559k | 1% | Dec 2025 |
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| LPL Financial | 21k | $522k | 0% | Dec 2025 |
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| Park Avenue Securities | 17k | $416k | -1% | Dec 2025 |
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| Hilltop Holdings | 15k | $377k | -92% | Dec 2025 |
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| J.w. Cole Advisors | 11k | $268k | 5% | Dec 2025 |
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| Cambridge Investment Research Advisors | 9.9k | $249k | 5% | Dec 2025 |
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| Jpmorgan Chase & Co | 4.5k | $113k | 100% | Sep 2025 |
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| Us Bancorp | 3.3k | $82k | 5% | Dec 2025 |
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| Hanson McClain Advisors | 1.5k | $36k | 100% | Dec 2025 |
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| UBS Group | 227.00 | $5.7k | -62% | Dec 2025 |
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Who sold out of Profesionally Managed Portfo?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Resources Investment Advisors | Sep 2025 | 68k | $1.7M |