Integrated Wealth Concepts’s CNB Financial Corp CCNE Stock Holding History

Integrated Wealth Concepts’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	$22.3K	Buy	+662	New	+$20.6K	﹤0.01%	3996

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 $3.37T AUM 44.26% 1-Year Est. Return

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

SCA

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

MCM

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

Integrated Wealth Concepts's CCNE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in CNB Financial Corp (CCNE) in Q2 2026: 662 shares worth $22.3K. The stake represents ﹤0.01% of the portfolio and ranks #3996 among its holdings.

166 funds tracked by Wall St. Rank hold CCNE as of Q2 2026.

Integrated Wealth Concepts held 662 shares of CNB Financial Corp worth $22.3K as of Q2 2026.
CNB Financial Corp was a new Integrated Wealth Concepts position in Q2 2026.
CNB Financial Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3996 holding.
166 funds tracked by Wall St. Rank held CNB Financial Corp as of Q2 2026.

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