Creative Planning
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Creative Planning’s Center Bancorp CNOB Stock Holding History

Creative Planning’s Portfolio CNOB Stock Details CNOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.09M Buy
62,552
+5,314
+9% +$160K ﹤0.01% 2055
2026
Q1 		$1.53M Buy
57,238
+5,231
+10% +$141K ﹤0.01% 2120
2025
Q4 		$1.36M Sell
52,007
-232
-0.4% -$5.87K ﹤0.01% 2035
2025
Q3 		$1.3M Buy
52,239
+8,397
+19% +$207K ﹤0.01% 1886
2025
Q2 		$1.02M Sell
43,842
-25,745
-37% -$587K ﹤0.01% 1834
2025
Q1 		$1.69M Buy
69,587
+22,579
+48% +$549K ﹤0.01% 1304
2024
Q4 		$1.08M Sell
47,008
-1,056
-2% -$27.2K ﹤0.01% 1596
2024
Q3 		$1.2M Buy
48,064
+14,256
+42% +$328K ﹤0.01% 1385
2024
Q2 		$639K Buy
33,808
+6,489
+24% +$122K ﹤0.01% 1757
2024
Q1 		$533K Buy
27,319
+815
+3% +$17.1K ﹤0.01% 1809
2023
Q4 		$607K Buy
26,504
+11,145
+73% +$215K ﹤0.01% 1569
2023
Q3 		$274K Buy
15,359
+457
+3% +$8.56K ﹤0.01% 2011
2023
Q2 		$247K Buy
14,902
+1,720
+13% +$26.8K ﹤0.01% 2056
2023
Q1 		$233K Buy
+13,182
New +$300K ﹤0.01% 2004

Other funds holding CNOB

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Creative Planning's CNOB Position: Q2 2026 in Review

Creative Planning increased its Center Bancorp (CNOB) stake by 9.3% in Q2 2026, buying an estimated $160K and bringing the position to 62,552 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2055.

Creative Planning first reported a position in CNOB in Q1 2023 and has held it in 14 quarters since. 229 funds tracked by Wall St. Rank hold CNOB as of Q2 2026.

  • Creative Planning held 62,552 shares of Center Bancorp worth $2.09M as of Q2 2026.
  • Creative Planning bought 5,314 Center Bancorp shares in Q2 2026, an estimated $160K.
  • Center Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2055 holding.
  • Creative Planning first reported a position in Center Bancorp in Q1 2023 and has held it in 14 quarters since.
  • 229 funds tracked by Wall St. Rank held Center Bancorp as of Q2 2026.

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