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CAFXCAFX
7 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in PROFESIONALLY MANAGED PORTFO

ENVESTNET ASSET MANAGEMENT INC holds 2.6M shares of CAFX (PROFESIONALLY MANAGED PORTFO), worth $64M as of 2026-Q2. The position was increased (+0.7% shares). CAFX represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$64M

Current Shares

2.6M

Total Value Change

+$3M

Total Shares Change

+103,931

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.6M
+0.7%
$64M0.0%$24.54
30
2026-Q1
Decreased
2.6M
-1.8%
$64M0.0%$24.47
0
2025-Q4
Decreased
2.6M
-1.8%
$65.8M0.0%$24.44
0
2025-Q3
Increased
2.7M
+0.0%
$67M0.0%$24.19
29
2025-Q2
Increased
2.7M
+5.0%
$66.8M0.0%$23.88
31
2025-Q1
Increased
2.6M
+2.2%
$63.2M0.0%$23.50
30
2024-Q4
New
2.5M
-
$61M0.0%$22.96
41

Other major holders of CAFX: OSAIC HOLDINGS, INC., Envestnet Portfolio Solutions, Inc.

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