DOSSIER · 13F Holders · Q3 2026
CNF

CNFINANCE HLDGS LTD

8 institutions still hold CNFINANCE HLDGS LTD as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 18979T204·8 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$3M
visible holders
Holders
8
filers reporting
Concentration
63.06%
Paloma Partners Management Co #1
top holder share
AI Holders Summary · Q3 2026

8 institutions reported CNF in Q3 2026. Paloma Partners Management Co leads at 63.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Paloma Partners Management Co
CIK 0001103882
$2M305K0.34%Q4 2025
02
GAGNON SECURITIES LLC
CIK 0001125725
$596K306K0.10%Q3 2026
03
Gagnon Advisors, LLC
CIK 0001599466
$472K242K0.26%Q3 2026
04
UBS Group AG
CIK 0001610520
$12K6K0.00%Q3 2026
05
MORGAN STANLEY
CIK 0000895421
$2K1K0.00%Q3 2026
06
JPMORGAN CHASE & CO
CIK 0000019617
$5052590.00%Q3 2026
07
Morton Brown Family Wealth, LLC
CIK 0001909851
$49250.00%Q3 2026
08
Fairway Wealth LLC
CIK 0002019393
$840.00%Q3 2026
Insiders at CNFINANCE HLDGS LTD
Labrie John G →Stotlar Douglas →Bianco Robert Leo Jr →Barretta Jacquelyn A →Mcclimon David Scott →Schick Kevin Charles →Pileggi Jennifer →Thickpenny Mark C →