Beese Fulmer Investment Management’s CNB Financial Corp CCNE Stock Holding History

Beese Fulmer Investment Management’s Portfolio CCNE Stock Details CCNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$522K	Sell	15,478 -4,372	-22%	-$136K	0.03%	209
2026 Q1	$575K	Buy	19,850 +22	+0.1%	+$614	0.04%	194
2025 Q4	$519K	Sell	19,828 -2,048	-9%	-$51.9K	0.03%	194
2025 Q3	$529K	Buy	21,876 +12,476	+133%	+$308K	0.04%	180
2025 Q2	$215K	Hold	9,400	–	–	0.02%	276
2025 Q1	$209K	Hold	9,400	–	–	0.02%	238
2024 Q4	$234K	Hold	9,400	–	–	0.02%	206
2024 Q3	$226K	Buy	+9,400	New	+$219K	0.02%	212
2024 Q1	–	Sell	-9,400	Closed	-$212K	–	226
2023 Q4	$212K	Buy	+9,400	New	+$188K	0.02%	213
2023 Q1	–	Sell	-9,400	Closed	-$224K	–	221
2022 Q4	$224K	Hold	9,400	–	–	0.03%	205
2022 Q3	$222K	Hold	9,400	–	–	0.03%	192
2022 Q2	$227K	Hold	9,400	–	–	0.03%	202
2022 Q1	$247K	Hold	9,400	–	–	0.03%	201
2021 Q4	$249K	Hold	9,400	–	–	0.03%	210
2021 Q3	$229K	Hold	9,400	–	–	0.03%	208
2021 Q2	$215K	Sell	9,400 -500	-5%	-$12.2K	0.02%	209
2021 Q1	$244K	Buy	+9,900	New	+$234K	0.03%	194

Other funds holding CCNE

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return

MCM

Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

Beese Fulmer Investment Management's CCNE Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its CNB Financial Corp (CCNE) stake by 22% in Q2 2026, selling an estimated $136K and leaving 15,478 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #209.

Beese Fulmer Investment Management first reported a position in CCNE in Q1 2021 and has held it in 17 quarters since. The position peaked at $575K in Q1 2026. 166 funds tracked by Wall St. Rank hold CCNE as of Q2 2026.

Beese Fulmer Investment Management held 15,478 shares of CNB Financial Corp worth $522K as of Q2 2026.
Beese Fulmer Investment Management sold 4,372 CNB Financial Corp shares in Q2 2026, an estimated $136K.
CNB Financial Corp made up 0.03% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #209 holding.
Beese Fulmer Investment Management first reported a position in CNB Financial Corp in Q1 2021 and has held it in 17 quarters since.
Beese Fulmer Investment Management's CNB Financial Corp position peaked at $575K in Q1 2026.
166 funds tracked by Wall St. Rank held CNB Financial Corp as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.