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Essential Partners’s CNB Financial Corp CCNE Stock Holding History

Essential Partners’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
Q3 		$4.49K Hold
135
– – ﹤0.01% 1566
2026
Q2 		$4.55K Sell
135
-298
-69% -$9.27K ﹤0.01% 1588
2026
Q1 		$12.5K Buy
433
+2
+0.5% +$56 ﹤0.01% 1137
2025
Q4 		$11.3K Sell
431
-7
-2% -$178 ﹤0.01% 1128
2025
Q3 		$10.6K Buy
438
+430
+5,375% +$10.6K ﹤0.01% 1130
2025
Q2 		$183 Buy
+8
New +$176 ﹤0.01% 1967

Other funds holding CCNE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners's CCNE Position: Q3 2026 in Review

Essential Partners held its CNB Financial Corp (CCNE) position steady in Q3 2026 at 135 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Essential Partners first reported a position in CCNE in Q2 2025 and has held it in 6 quarters since. The position peaked at $12.5K in Q1 2026. 12 funds tracked by Wall St. Rank hold CCNE as of Q3 2026.

  • Essential Partners held 135 shares of CNB Financial Corp worth $4.49K as of Q3 2026.
  • Essential Partners left its CNB Financial Corp share count unchanged in Q3 2026.
  • CNB Financial Corp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1566 holding.
  • Essential Partners first reported a position in CNB Financial Corp in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's CNB Financial Corp position peaked at $12.5K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held CNB Financial Corp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.