Creative Planning
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Creative Planning’s CNB Financial Corp CCNE Stock Holding History

Creative Planning’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 		$1.74M Buy
51,562
+3,518
+7% +$109K ﹤0.01% 2203
2026
Q1 		$1.39M Buy
48,044
+2,072
+5% +$57.9K ﹤0.01% 2200
2025
Q4 		$1.2M Buy
45,972
+4,907
+12% +$124K ﹤0.01% 2142
2025
Q3 		$994K Buy
41,065
+3,753
+10% +$92.6K ﹤0.01% 2118
2025
Q2 		$853K Buy
37,312
+12,782
+52% +$281K ﹤0.01% 1997
2025
Q1 		$546K Sell
24,530
-3,263
-12% -$79.4K ﹤0.01% 2202
2024
Q4 		$691K Buy
27,793
+9,353
+51% +$244K ﹤0.01% 1930
2024
Q3 		$444K Buy
18,440
+8,327
+82% +$194K ﹤0.01% 2210
2024
Q2 		$206K Sell
10,113
-2,826
-22% -$54.9K ﹤0.01% 2655
2024
Q1 		$264K Buy
12,939
+1,889
+17% +$39.2K ﹤0.01% 2354
2023
Q4 		$250K Buy
+11,050
New +$221K ﹤0.01% 2233
2017
Q3 		– Sell
-3,279
Closed -$79K – 2169
2017
Q2 		$79K Hold
3,279
– – ﹤0.01% 2155
2017
Q1 		$78K Buy
3,279
+820
+33% +$20.3K ﹤0.01% 2126
2016
Q4 		$66K Hold
2,459
– – ﹤0.01% 2161
2016
Q3 		$52K Hold
2,459
– – ﹤0.01% 2325
2016
Q2 		$44K Hold
2,459
– – ﹤0.01% 2211
2016
Q1 		$43K Hold
2,459
– – ﹤0.01% 2205
2015
Q4 		$44K Hold
2,459
– – ﹤0.01% 2206
2015
Q3 		$45K Buy
+2,459
New +$43.6K ﹤0.01% 2113

Other funds holding CCNE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
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

Creative Planning's CCNE Position: Q2 2026 in Review

Creative Planning increased its CNB Financial Corp (CCNE) stake by 7.3% in Q2 2026, buying an estimated $109K and bringing the position to 51,562 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Creative Planning first reported a position in CCNE in Q3 2015 and has held it in 19 quarters since. 166 funds tracked by Wall St. Rank hold CCNE as of Q2 2026.

  • Creative Planning held 51,562 shares of CNB Financial Corp worth $1.74M as of Q2 2026.
  • Creative Planning bought 3,518 CNB Financial Corp shares in Q2 2026, an estimated $109K.
  • CNB Financial Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2203 holding.
  • Creative Planning first reported a position in CNB Financial Corp in Q3 2015 and has held it in 19 quarters since.
  • 166 funds tracked by Wall St. Rank held CNB Financial Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.