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EP Wealth Advisors’s Center Bancorp CNOB Stock Holding History

EP Wealth Advisors’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 		$300K Buy
8,984
+84
+0.9% +$2.52K ﹤0.01% 1293
2026
Q1 		$238K Sell
8,900
-82
-0.9% -$2.21K ﹤0.01% 1302
2025
Q4 		$236K Buy
+8,982
New +$227K ﹤0.01% 1282
2025
Q2 		– Sell
-8,782
Closed -$213K – 1429
2025
Q1 		$213K Buy
+8,782
New +$214K ﹤0.01% 1104

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

EP Wealth Advisors's CNOB Position: Q2 2026 in Review

EP Wealth Advisors increased its Center Bancorp (CNOB) stake by 0.94% in Q2 2026, buying an estimated $2.52K and bringing the position to 8,984 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

EP Wealth Advisors first reported a position in CNOB in Q1 2025 and has held it in 4 quarters since. 229 funds tracked by Wall St. Rank hold CNOB as of Q2 2026.

  • EP Wealth Advisors held 8,984 shares of Center Bancorp worth $300K as of Q2 2026.
  • EP Wealth Advisors bought 84 Center Bancorp shares in Q2 2026, an estimated $2.52K.
  • Center Bancorp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1293 holding.
  • EP Wealth Advisors first reported a position in Center Bancorp in Q1 2025 and has held it in 4 quarters since.
  • 229 funds tracked by Wall St. Rank held Center Bancorp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.