Allworth Financial’s CNX Resources CNX Stock Holding History

Allworth Financial’s Portfolio CNX Stock Details CNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$224K	Buy	5,821 +194	+3%	+$7.57K	﹤0.01%	1331
2025 Q4	$207K	Buy	5,627 +39	+0.7%	+$1.4K	﹤0.01%	1326
2025 Q3	$179K	Sell	5,588 -30	-0.5%	-$919	﹤0.01%	1358
2025 Q2	$189K	Buy	5,618 +5,265	+1,492%	+$166K	﹤0.01%	1210
2025 Q1	$10.3K	Buy	353 +150	+74%	+$4.52K	﹤0.01%	2418
2024 Q4	$5.94K	Sell	203 -95	-32%	-$3.5K	﹤0.01%	2675
2024 Q3	$9.71K	Sell	298 -33	-10%	-$889	﹤0.01%	2271
2024 Q2	$8.54K	Buy	331 +106	+47%	+$2.59K	﹤0.01%	2285
2024 Q1	$5.34K	Sell	225 -34	-13%	-$706	﹤0.01%	2379
2023 Q4	$5.18K	Buy	259 +73	+39%	+$1.56K	﹤0.01%	2261
2023 Q3	$4.2K	Buy	186 +73	+65%	+$1.51K	﹤0.01%	2190
2023 Q2	$2K	Sell	113 -74	-40%	-$1.2K	﹤0.01%	2483
2023 Q1	$3K	Buy	187 +135	+260%	+$2.15K	﹤0.01%	2240
2022 Q4	$876	Buy	52 +9	+21%	+$155	﹤0.01%	2515
2022 Q3	$1K	Buy	+43	New	+$728	﹤0.01%	2343

Other funds holding CNX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return