CoreCap Advisors’s CNX Resources CNX Stock Holding History

CoreCap Advisors’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 Q2	$3.39K	Hold	100	–	–	﹤0.01%	2388
2026 Q1	$3.85K	Hold	100	–	–	﹤0.01%	2253
2025 Q4	$3.68K	Hold	100	–	–	﹤0.01%	2310
2025 Q3	$3.21K	Hold	100	–	–	﹤0.01%	2284
2025 Q2	$3.37K	Sell	100 -915	-90%	-$28.8K	﹤0.01%	2213
2025 Q1	$32K	Buy	1,015 +915	+915%	+$27.6K	﹤0.01%	1356
2024 Q4	$3.67K	Hold	100	–	–	﹤0.01%	2052
2024 Q3	$3.26K	Hold	100	–	–	﹤0.01%	2080
2024 Q2	$2.43K	Hold	100	–	–	﹤0.01%	1287
2024 Q1	$2.37K	Buy	+100	New	+$2.08K	﹤0.01%	2092
2022 Q4	$1.68K	Buy	+100	New	+$1.73K	﹤0.01%	1963
2022 Q3	–	Sell	-100	Closed	-$2K	–	820
2022 Q2	$2K	Buy	+100	New	+$2.05K	﹤0.01%	1846
2022 Q1	–	Sell	-100	Closed	-$1K	–	835
2021 Q4	$1K	Buy	+100	New	+$1.41K	﹤0.01%	2082

Other funds holding CNX

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return