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CIE Financiere Rich (CFRUY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Douglas Lane & Associates, LLC
DECREASED
Shares2,276,099 from 2,453,115
Change-177,016 (-7%)
Value$48.5M (-$8.2M)
Filed 2026-10-09
Gamma Investing LLC
INCREASED
Shares31,595 from 28,370
Change+3,225 (+11%)
Value$673.0K (+$17.3K)
Filed 2026-10-08
Alta Capital Management LLC/
DECREASED
Shares14,938 from 15,525
Change-587 (-4%)
Value$318.2K (-$40.6K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
DECREASED
Shares4,010 from 4,020
Change-10 (0%)
Value$85.4K (-$7.5K)
Filed 2026-11-06
First Command Advisory Services, Inc.
INCREASED
Shares3,614 from 857
Change+2,757 (+322%)
Value$78.5K (+$58.7K)
Filed 2026-11-05
Westside Investment Management, Inc.
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$44.4K (-$4.8K)
Filed 2026-11-02
Sterling Capital Management LLC
UNCHANGED
Shares797 from 797
Change0 (0%)
Value$17.1K (-$1.3K)
Filed 2026-10-22
Winch Advisory Services, LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$10.1K (-$861)
Filed 2026-11-06
Markowski Investments
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$6.9K (-$582)
Filed 2026-10-30
Ascentis Wealth Management, LLC
NEW
Shares320
Change+320
Value$6.8K
Filed 2026-11-03
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 4,900
Change-4,900 (-100%)
Value$0 (-$113.2K)
Filed 2026-11-05
Salomon & Ludwin, LLC
CLOSED
Shares0 from 3,525
Change-3,525 (-100%)
Value$0 (-$79.4K)
Filed 2026-10-29
Horizon Financial Services, LLC
CLOSED
Shares0 from 336
Change-336 (-100%)
Value$0 (-$7.8K)
Filed 2026-11-04
Douglass Winthrop Advisors, LLC
N/A
Shares— from 5,175,170
Change-5,175,170 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 501,500
Change-501,500 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 157,155
Change-157,155 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 95,703
Change-95,703 (-100%)
Value—
Calydon Capital
N/A
Shares— from 18,643
Change-18,643 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 485
Change-485 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 268
Change-268 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 162
Change-162 (-100%)
Value—
Status
Douglas Lane & Associates, LLC
DECREASED2,276,0992,453,115-177,016-7%$56.7M$48.5M-$8.2M2026-10-09
Gamma Investing LLC
INCREASED31,59528,370+3,225+11%$655.6K$673.0K+$17.3K2026-10-08
Alta Capital Management LLC/
DECREASED14,93815,525-587-4%$358.8K$318.2K-$40.6K2026-10-26
PNC Financial Services Group, Inc.
DECREASED4,0104,020-100%$92.9K$85.4K-$7.5K2026-11-06
First Command Advisory Services, Inc.
INCREASED3,614857+2,757+322%$19.8K$78.5K+$58.7K2026-11-05
Westside Investment Management, Inc.
UNCHANGED2,1302,13000%$49.2K$44.4K-$4.8K2026-11-02
Sterling Capital Management LLC
UNCHANGED79779700%$18.4K$17.1K-$1.3K2026-10-22
Winch Advisory Services, LLC
UNCHANGED47647600%$11.0K$10.1K-$8612026-11-06
Markowski Investments
UNCHANGED32232200%$7.4K$6.9K-$5822026-10-30
Ascentis Wealth Management, LLC
NEW320—+320——$6.8K—2026-11-03
Paradigm Asset Management Co LLC
CLOSED04,900-4,900-100%$113.2K$0-$113.2K2026-11-05
Salomon & Ludwin, LLC
CLOSED03,525-3,525-100%$79.4K$0-$79.4K2026-10-29
Horizon Financial Services, LLC
CLOSED0336-336-100%$7.8K$0-$7.8K2026-11-04
Douglass Winthrop Advisors, LLC
N/A—5,175,170-5,175,170-100%$119.6M———
Azimuth Capital Investment Management LLC
N/A—501,500-501,500-100%$11.6M———
Rhumbline Advisers
N/A—157,155-157,155-100%$3.6M———
Hantz Financial Services, Inc.
N/A—95,703-95,703-100%$2.2M———
Calydon Capital
N/A—18,643-18,643-100%$430.8K———
Ancora Advisors LLCA
N/A—485-485-100%$11.2K———
IMA Advisory Services, Inc.
N/A—268-268-100%$6.2K———
Benson Wealth Management Inc
N/A—162-162-100%$3.7K———
Showing 21 of 21 institutions