EverSource Wealth Advisors’s CNB Financial Corp CCNE Stock Holding History

EverSource Wealth Advisors’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	$1.55K	Sell	46 -3	-6%	-$93	﹤0.01%	3819
2026 Q1	$1.42K	Sell	49 -66	-57%	-$1.84K	﹤0.01%	3750
2025 Q4	$3.01K	Sell	115 -18	-14%	-$456	﹤0.01%	3335
2025 Q3	$3.22K	Buy	133 +33	+33%	+$814	﹤0.01%	3338
2025 Q2	$2.29K	Buy	+100	New	+$2.2K	﹤0.01%	3462
2025 Q1	–	Sell	-1	Closed	-$25	–	4047
2024 Q4	$25	Buy	+1	New	+$26	﹤0.01%	3695
2023 Q1	–	Sell	-36	Closed	-$856	–	2402
2022 Q4	$856	Buy	+36	New	+$891	﹤0.01%	2128

Other funds holding CCNE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

BFIM

Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EverSource Wealth Advisors's CCNE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its CNB Financial Corp (CCNE) stake by 6.1% in Q2 2026, selling an estimated $93 and leaving 46 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #3819.

EverSource Wealth Advisors first reported a position in CCNE in Q4 2022 and has held it in 7 quarters since. The position peaked at $3.22K in Q3 2025. 39 funds tracked by Wall St. Rank hold CCNE as of Q2 2026.

EverSource Wealth Advisors held 46 shares of CNB Financial Corp worth $1.55K as of Q2 2026.
EverSource Wealth Advisors sold 3 CNB Financial Corp shares in Q2 2026, an estimated $93.
CNB Financial Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3819 holding.
EverSource Wealth Advisors first reported a position in CNB Financial Corp in Q4 2022 and has held it in 7 quarters since.
EverSource Wealth Advisors's CNB Financial Corp position peaked at $3.22K in Q3 2025.
39 funds tracked by Wall St. Rank held CNB Financial Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.