Global Retirement Partners’s CNB Financial Corp CCNE Stock Holding History

Global Retirement 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
2025 Q4	–	Sell	-260	Closed	-$6.29K	–	4267
2025 Q3	$6.29K	Hold	260	–	–	﹤0.01%	2882
2025 Q2	$5.94K	Buy	+260	New	+$5.71K	﹤0.01%	2829
2024 Q4	$6.46K	Hold	260	–	–	﹤0.01%	2569
2024 Q3	$6.26K	Hold	260	–	–	﹤0.01%	2467
2024 Q2	$5.31K	Hold	260	–	–	﹤0.01%	2590
2024 Q1	$5.3K	Hold	260	–	–	﹤0.01%	2370
2023 Q4	$5.4K	Hold	260	–	–	﹤0.01%	2292
2023 Q3	$4.66K	Hold	260	–	–	﹤0.01%	2216
2023 Q2	$4.59K	Hold	260	–	–	﹤0.01%	2240
2023 Q1	$4.61K	Hold	260	–	–	﹤0.01%	2188
2022 Q4	$6.18K	Hold	260	–	–	﹤0.01%	1954
2022 Q3	$7K	Hold	260	–	–	﹤0.01%	1797
2022 Q2	$6K	Hold	260	–	–	﹤0.01%	1810
2022 Q1	$6K	Buy	+260	New	+$6.97K	﹤0.01%	1813
2021 Q4	–	Sell	-260	Closed	-$6K	–	465
2021 Q3	$6K	Buy	+260	New	+$6.24K	﹤0.01%	1551

Other funds holding CCNE

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MCM

Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return

Global Retirement Partners's CCNE Position: Q4 2025 in Review

Global Retirement Partners sold out of CNB Financial Corp (CCNE) in Q4 2025, closing a stake of 260 shares — an estimated $6.29K sold.

Global Retirement Partners first reported a position in CCNE in Q3 2021 and held it in 15 quarters. The position peaked at $7K in Q3 2022. 145 funds tracked by Wall St. Rank hold CCNE as of Q4 2025.

Global Retirement Partners reported no remaining CNB Financial Corp position as of Q4 2025 after selling out during the quarter.
Global Retirement Partners sold 260 CNB Financial Corp shares in Q4 2025, an estimated $6.29K.
Global Retirement Partners first reported a position in CNB Financial Corp in Q3 2021 and held it in 15 quarters.
Global Retirement Partners's CNB Financial Corp position peaked at $7K in Q3 2022.
145 funds tracked by Wall St. Rank held CNB Financial Corp as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.