Creative Planning
CNOB icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return