Position in CNF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,793
-$1,561 QoQ
Shares Held
1,370
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 9 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in CNF Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $532,575,883 across 12 Mortgage Finance names. CNF ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
28,542,001 | $449,536,509 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
341,593 | $29,752,748 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
541,414 | $29,615,342 | |
| 4 | UWMC |
UWM Holdings Corp
|
4,805,724 | $11,005,104 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
130,300 | $3,583,249 | |
| 6 | ONIT |
Onity Group Inc.
|
86,938 | $3,455,783 | |
| 7 | GHI |
Greystone Housing Impact Investors LP
|
557,470 | $3,233,324 | |
| 8 | VEL |
Velocity Financial, Inc.
|
102,530 | $1,892,700 |
All Filings in CNF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,793 | 1,370 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,354 | 1,370 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,288 | 1,370 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,920 | 936 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $72,264 | 111,178 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $11,603 | 14,878 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $16,034 | 16,880 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $30,851 | 24,682 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $35,770 | 22,082 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $50,084 | 24,196 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $59,803 | 26,939 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $102,371 | 27,083 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $79,664 | 27,283 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $67,881 | 27,483 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $49,523 | 28,962 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $80,484 | 31,939 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,012,995 | 397,254 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,279 | 708 | Shares | Defined | 2022-10-27 | |
| 2021-03-31 | $19 | 5 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||