11 tracked 13F filers disclose a position in CFRUY as of the latest SEC 13F filings, a combined $153.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Douglass Winthrop Advisors, LLC | $92.4M | 5.2M | ▼−2.3% Reduced · −125K sh | Q1 2026 | |
| 2 | Douglas Lane & Associates, LLC | $56.7M | 2.5M | ▼−5.5% Reduced · −142K sh | Q2 2026 | |
| 3 | RHUMBLINE ADVISERS | $2.8M | 161K | ▲+1.5% Added · +2K sh | Q1 2026 | |
| 4 | GAMMA Investing LLC | $656K | 28K | ▲+26% Added · +6K sh | Q2 2026 | |
| 5 | ALTA CAPITAL MANAGEMENT LLC/ | $359K | 16K | ▲+6.4% Added · +937 sh | Q2 2026 | |
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | $66K | 4K | ▲+0.7% Added · +27 sh | Q1 2026 | |
| 7 | Westside Investment Management, Inc. | $49K | 2K | —Held | Q2 2026 | |
| 8 | Ancora Advisors LLC | $17K | 955 | ▲+97% Added · +470 sh | Q1 2026 | |
| 9 | Sterling Capital Management LLC | $18K | 797 | —Held | Q2 2026 | |
| 10 | HORIZON FINANCIAL SERVICES, LLC | $8K | 336 | ▲New +336 sh | Q2 2026 | |
| 11 | First Command Advisory Services, Inc. | $194 | 11 | ▲New +11 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, 2 funds opened a new position in CFRUY and 3 added to an existing one, while 2 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 8 funds | $5.2B |
| JOHNSON & JOHNSONJNJ | 8 funds | $4.9B |
| EXXON MOBIL CORPXOM | 8 funds | $4.0B |
| PFIZER INCPFE | 8 funds | $3.7B |
| HOME DEPOT INCHD | 8 funds | $3.2B |
| ALPHABET INC-CL AGOOGL | 8 funds | $3.1B |
| WELLS FARGO & COWFC | 8 funds | $2.8B |
| PROCTER & GAMBLE CO/THEPG | 8 funds | $2.7B |
| PEPSICO INCPEP | 8 funds | $2.6B |
| CHEVRON CORPCVX | 8 funds | $2.2B |
| ALPHABET INC-CL CGOOG | 8 funds | $2.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 8 funds | $2.0B |
Ranked by how many of CFRUY's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for CFRUY
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/CFRUY/capital-change-brief"
Use Arkolith's capital_change_brief for CFRUY. 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 CFRUY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.