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CIE Financiere Rich (CFRUY)

CUSIP: 204319107 | US | Consumer Cyclical · Luxury Goods | Large Cap | 113 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Douglas Lane & Associates, LLC2,276,099
0.6% of portfolio›$48.5M
Gamma Investing LLC31,595
0.0% of portfolio›$673.0K
Alta Capital Management LLC/14,938
0.0% of portfolio›$318.2K
PNC Financial Services Group, Inc.4,010
0.0% of portfolio›$85.4K
First Command Advisory Services, Inc.3,614
0.0% of portfolio›$78.5K
Westside Investment Management, Inc.2,130
0.0% of portfolio›$44.4K
Sterling Capital Management LLC797
0.0% of portfolio›$17.1K
Markowski Investments322
0.0% of portfolio›$6.9K
Ascentis Wealth Management, LLC320
0.0% of portfolio›$6.8K
StyleTurnoverLocationFiled
Douglas Lane & Associates, LLC
2,276,099$48.5M0.6%ValueLowNew York, NY2026-10-09
Gamma Investing LLC
31,595$673.0K0.0%IndexVery LowFoster City, CA2026-10-08
Alta Capital Management LLC/
14,938$318.2K0.0%GrowthMediumSalt Lake City, UT2026-10-26
PNC Financial Services Group, Inc.
4,010$85.4K0.0%GrowthVery LowPittsburgh, PA2026-11-06
First Command Advisory Services, Inc.
3,614$78.5K0.0%IndexLowFort Worth, TX2026-11-05
Westside Investment Management, Inc.
2,130$44.4K0.0%GrowthLowSanta Monica, CA2026-11-02
Sterling Capital Management LLC
797$17.1K0.0%GARPMediumCharlotte, NC2026-10-22
Markowski Investments
322$6.9K0.0%ETFN/ATampa, FL2026-10-30
Ascentis Wealth Management, LLC
320$6.8K0.0%Agg GrowthLowDallas, TX2026-11-03