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Profesionally Managed Portfo shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Profesionally Managed Portfo (CAFX) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 96k 24.81

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View all positions for Commonwealth Equity Services

Top funds holding Profesionally Managed Portfo

Advisor Group Holdings
Envestnet Asset Management
Envestnet Portfolio Solutions
Mml Investors Services
Principal Securities
Branch Banking & Trust Company
National Asset Management
Jane Street
Citadel Advisors
Commonwealth Equity Services
Flow Traders US
Transamerica Financial Advisors
Kestra Investment Management
Essex Savings Bank
Snowden Capital Advisors

View all funds holding Profesionally Managed Portfo