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Forum Financial Management’s CNX Resources CNX Stock Holding History

Forum Financial Management’s Portfolio CNX Stock Details CNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,803
Closed -$250K – 474
2025
Q4 		$250K Hold
6,803
– – ﹤0.01% 844
2025
Q3 		$219K Sell
6,803
-1
-0% -$31 ﹤0.01% 919
2025
Q2 		$229K Buy
6,804
+13
+0.2% +$410 ﹤0.01% 825
2025
Q1 		$214K Buy
6,791
+23
+0.3% +$693 ﹤0.01% 779
2024
Q4 		$248K Hold
6,768
– – ﹤0.01% 732
2024
Q3 		$220K Buy
+6,768
New +$182K ﹤0.01% 673

Other funds holding CNX

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forum Financial Management's CNX Position: Q1 2026 in Review

Forum Financial Management sold out of CNX Resources (CNX) in Q1 2026, closing a stake of 6,803 shares — an estimated $250K sold.

Forum Financial Management first reported a position in CNX in Q3 2024 and held it in 6 quarters. The position peaked at $250K in Q4 2025. 425 funds tracked by Wall St. Rank hold CNX as of Q1 2026.

  • Forum Financial Management reported no remaining CNX Resources position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,803 CNX Resources shares in Q1 2026, an estimated $250K.
  • Forum Financial Management first reported a position in CNX Resources in Q3 2024 and held it in 6 quarters.
  • Forum Financial Management's CNX Resources position peaked at $250K in Q4 2025.
  • 425 funds tracked by Wall St. Rank held CNX Resources as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.