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Conifer Holdings shares owned by Capital Advisors

Quarter-by-quarter ownership of Conifer Holdings (CNFR) shares owned by Capital Advisors from 13F filings

Historical chart of Capital Advisors investment in Conifer Holdings

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All positions including Conifer Holdings held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Conifer Holdings by Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $0 146 0.00
2024-06-30 $0 393 0.00

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Capital Advisors

Top funds holding Conifer Holdings

Aegis Financial Corporation
Iat Reinsurance
Vanguard Group
Geode Capital Management
SkyOak Wealt
Bridgeway Capital Management
Lakeshore Financial Planning
Tower Research Capital
Morgan Stanley
Capital Advisors
Bank of America Corporation
Jpmorgan Chase & Co

View all funds holding Conifer Holdings