Caldwell Trust’s QNB Corp QNBC Stock Holding History

Caldwell Trust’s Portfolio QNBC Stock Details QNBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$263K	Buy	+5,773	New	+$261K	0.02%	301

Other funds holding QNBC

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Hazlett, Burt & Watson Wheeling, West Virginia $387M AUM 31.72% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Quadrant Private Wealth Management Center Valley, Pennsylvania $753M AUM 13.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Philadelphia Trust Company Philadelphia, Pennsylvania $1.44B AUM 32.33% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Princeton Capital Management Red Bank, New Jersey $467M AUM 39.68% 1-Year Est. Return

Caldwell Trust's QNBC Position: Q3 2026 in Review

Caldwell Trust opened a new position in QNB Corp (QNBC) in Q3 2026: 5,773 shares worth $263K. The stake represents 0.02% of the portfolio and ranks #301 among its holdings.

17 funds tracked by Wall St. Rank hold QNBC as of Q3 2026.

Caldwell Trust held 5,773 shares of QNB Corp worth $263K as of Q3 2026.
QNB Corp was a new Caldwell Trust position in Q3 2026.
QNB Corp made up 0.02% of Caldwell Trust's portfolio in Q3 2026, its #301 holding.
17 funds tracked by Wall St. Rank held QNB Corp as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.