13 institutions reported holding $2.7M of CNFINANCE HLDGS LTD (CNF) in SEC 13F filings for 2026-03-31. Largest institutional holders: GAGNON SECURITIES LLC ($1.2M), Paloma Partners Management Co ($1.2M), Gagnon Advisors, LLC ($314,204), MORGAN STANLEY ($5,357), JPMORGAN CHASE & CO ($1,054). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GAGNON SECURITIES LLC | $1.2M | 313,938 | Trimmed |
| 2 | Paloma Partners Management Co | $1.2M | 305,337 | Hold |
| 3 | Gagnon Advisors, LLC | $314,204 | 80,359 | Hold |
| 4 | MORGAN STANLEY | $5,357 | 1,370 | Hold |
| 5 | JPMORGAN CHASE & CO | $1,054 | 259 | Hold |
| 6 | BNP PARIBAS FINANCIAL MARKETS | $446 | 114 | Added |
| 7 | Rachor Investment Advisory Services, LLC | $212 | 54 | Hold |
| 8 | OSAIC HOLDINGS, INC. | $164 | 42 | Hold |
| 9 | Morton Brown Family Wealth, LLC | $98 | 25 | Hold |
| 10 | UBS Group AG | $74 | 19 | Trimmed |
| 11 | Harbor Asset Planning, Inc. | $0 | 0 | Exited |
| 12 | BlackRock, Inc. | $0 | 0 | Exited |
| 13 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31