Among active 13F managers last quarter, 3 opened and 3 added, while 8 reduced; the largest holder to move was Renaissance Technologies LLC (−4.4%). Over the last 180 days, 7 insiders sold and none bought, a net -$721K in open-market trades.
The legs disagree, or only one of them leans.
76 tracked 13F filers disclose a position in CFFI as of the latest SEC 13F filings, a combined $99.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 196K | $15.7M | ▲+11% Added · +19K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 184K | $13.4M | ▲+0.2% Added · +414 sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 136K | $10.8M | ▼−0.1% Reduced · −123 sh | Q2 2026 | |
| 4 | Manufacturers Life Insurance Company, The | 102K | $7.4M | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 5 | Renaissance Technologies LLC | 81K | $5.9M | ▼−4.4% Reduced · −4K sh | Q1 2026 | |
| 6 | Geode Capital Management, LLC | 78K | $6.2M | ▲+8.6% Added · +6K sh | Q2 2026 | |
| 7 | Huber Capital Management LLC | 60K | $4.8M | —Held | Q2 2026 | |
| 8 | State Street Corp | 44K | $3.5M | ▼−1.2% Reduced · −512 sh | Q2 2026 | |
| 9 | American Century Companies Inc | 43K | $3.1M | ▼−0.2% Reduced · −81 sh | Q1 2026 | |
| 10 | Bridgeway Capital Management, LLC | 39K | $3.1M | —Held | Q2 2026 | |
| 11 | Truist Financial Corp | 30K | $2.2M | —Held | Q1 2026 | |
| 12 | Northern Trust Corp | 26K | $1.9M | ▲+4.5% Added · +1K sh | Q1 2026 | |
| 13 | Vanguard Fiduciary Trust Co | 20K | $1.6M | ▼−3.3% Reduced · −684 sh | Q2 2026 | |
| 14 | Vanguard Portfolio Management LLC | 20K | $1.6M | ▲+15% Added · +3K sh | Q2 2026 | |
| 15 | Wells Fargo & Company | 19K | $1.4M | ▼−12% Reduced · −2K sh | Q1 2026 | |
| 16 | Empowered Funds, LLC | 18K | $1.3M | —Held | Q1 2026 | |
| 17 | Raymond James Financial Inc | 16K | $1.2M | ▲+15% Added · +2K sh | Q1 2026 | |
| 18 | First Manhattan Co. LLC. | 16K | $1.3M | —Held | Q2 2026 | |
| 19 | Siena Capital Partners GP, LLC | 15K | $1.2M | ▲+20% Added · +2K sh | Q2 2026 | |
| 20 | SummerHaven Investment Management, LLC | 11K | $904K | —Held | Q2 2026 | |
| 21 | First Trust Advisors LP | 10K | $712K | ▲+0.8% Added · +80 sh | Q1 2026 | |
| 22 | Arrowstreet Capital, Limited Partnership | 10K | $693K | —Held | Q1 2026 | |
| 23 | Morgan Stanley | 9K | $672K | ▲+7.6% Added · +653 sh | Q1 2026 | |
| 24 | Goldman Sachs Group Inc | 9K | $668K | ▲+15% Added · +1K sh | Q1 2026 | |
| 25 | Charles Schwab Investment Management Inc | 8K | $573K | ▼−9.8% Reduced · −859 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in CFFI and 3 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Bank Of America CorpBAC | 25 funds | $5.8B |
| Apple IncAAPL | 24 funds | $70.1B |
| Microsoft CorpMSFT | 24 funds | $62.3B |
| Meta Platforms Inc-Class AMETA | 24 funds | $19.7B |
| JPMorgan Chase & CoJPM | 24 funds | $14.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 24 funds | $9.6B |
| Walmart IncWMT | 24 funds | $8.6B |
| Chevron CorpCVX | 24 funds | $6.4B |
| Tesla IncTSLA | 23 funds | $18.2B |
| Eli Lilly & CoLLY | 23 funds | $16.2B |
| Mastercard Inc - AMA | 23 funds | $15.3B |
| McDonald's CorpMCD | 23 funds | $5.2B |
Ranked by how many of CFFI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CFFI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 4, 2026 | Crone S Dustin | PRESIDENT & CEO C&F FINANCE | Sell (S) | 900 | $85K |
| Sep 4, 2026 | Dillon Larry G | EXECUTIVE CHAIRMAN, Director | Sell (S) | 1K | $95K |
| Aug 20, 2026 | Dillon Larry G | EXECUTIVE CHAIRMAN, Director | Sell (S) | 1K | $86K |
| Aug 5, 2026 | Peay D Anthony | Director | Sell (S) | 425 | $37K |
| Aug 5, 2026 | Cherry Thomas F | PRESIDENT & CEO, Director | Sell (S) | 500 | $44K |
| Aug 3, 2026 | Seaman John A III | EVP, CHIEF CREDIT OFFICER | Sell (S) | 650 | $55K |
| Jun 12, 2026 | Cherry Thomas F | PRESIDENT & CEO, Director | Sell (S) | 141 | $11K |
| Jun 11, 2026 | Cherry Thomas F | PRESIDENT & CEO, Director | Sell (S) | 30 | $2K |
| Jun 10, 2026 | Cherry Thomas F | PRESIDENT & CEO, Director | Sell (S) | 329 | $26K |
| Jun 9, 2026 | Cherry Thomas F | PRESIDENT & CEO, Director | Sell (S) | 678 | $51K |
| Jun 8, 2026 | Cherry Thomas F | PRESIDENT & CEO, Director | Sell (S) | 200 | $15K |
| Jun 5, 2026 | Long Jason E | EVP, CHIEF FINANCIAL OFFICER | Sell (S) | 1K | $103K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 20 | 23 | – |
Insiders Form 4 open-market | 0 | 7 | -$721K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CFFI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CFFI/capital-change-brief"
Use Arkolith's capital_change_brief for CFFI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CFFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.