Who owns PROFESIONALLY MANAGED PORTFO?
- Ticker: CAFX
- CUSIP Number: 74316p587
Tip: Access positions for across all investors
Analyze quarterly positions in Profesionally Managed Portfo with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|
| Envestnet Asset Management | 2.6M | $64M | -2% | Mar 2026 |
|
| Envestnet Portfolio Solutions | 834k | $21M | 3% | Mar 2026 |
|
| Mml Investors Services | 353k | $8.7M | -4% | Mar 2026 |
|
| Principal Securities | 315k | $7.8M | -7% | Mar 2026 |
|
| Branch Banking & Trust Company | 155k | $3.9M | -20% | Mar 2026 |
|
| National Asset Management | 129k | $3.2M | 9% | Mar 2026 |
|
| Jane Street | 101k | $2.5M | 55% | Mar 2026 |
|
| Citadel Advisors | 100k | $2.5M | 92% | Mar 2026 |
|
| Commonwealth Equity Services | 96k | $2.4M | 100% | Mar 2026 |
|
| Flow Traders US | 49k | $1.2M | -28% | Mar 2026 |
|
| Transamerica Financial Advisors | 48k | $1.2M | -11% | Mar 2026 |
|
| Kestra Investment Management | 47k | $1.2M | -8% | Mar 2026 |
|
| Essex Savings Bank | 46k | $1.1M | -10% | Mar 2026 |
|
| Snowden Capital Advisors | 26k | $643k | 39% | Dec 2025 |
|
| Kestra Advisory Services | 25k | $628k | -56% | Mar 2026 |
|
| PFG Advisors | 23k | $560k | 1% | Mar 2026 |
|
| Goldman Sachs Group | 20k | $487k | -77% | Mar 2026 |
|
| Johnson Investment Counsel | 17k | $432k | 100% | Mar 2026 |
|
| Park Avenue Securities | 16k | $396k | -4% | Mar 2026 |
|
| Hilltop Holdings | 15k | $377k | -92% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 9.9k | $246k | 0% | Mar 2026 |
|
| Us Bancorp | 3.3k | $82k | 5% | Dec 2025 |
|
| Hanson McClain Advisors | 1.5k | $36k | 100% | Dec 2025 |
|
| UBS Group | 176.00 | $4.4k | -22% | Mar 2026 |
|
Who sold out of Profesionally Managed Portfo?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cetera Investment Advisers | Dec 2025 | 25k | $636k |
| LPL Financial | Dec 2025 | 21k | $522k |
| J.w. Cole Advisors | Dec 2025 | 11k | $268k |
| Jpmorgan Chase & Co | Sep 2025 | 4.5k | $113k |