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Kingswood Wealth Advisors’s CNX Resources CNX Stock Holding History

Kingswood Wealth Advisors’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
2025
Q2 		– Sell
-24,875
Closed -$788K – 754
2025
Q1 		$788K Buy
+24,875
New +$749K 0.07% 299

Other funds holding CNX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingswood Wealth Advisors's CNX Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of CNX Resources (CNX) in Q2 2025, closing a stake of 24,875 shares — an estimated $788K sold.

Kingswood Wealth Advisors first reported a position in CNX in Q1 2025 and held it in 1 quarter. The position peaked at $788K in Q1 2025. 370 funds tracked by Wall St. Rank hold CNX as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining CNX Resources position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 24,875 CNX Resources shares in Q2 2025, an estimated $788K.
  • Kingswood Wealth Advisors first reported a position in CNX Resources in Q1 2025 and held it in 1 quarter.
  • Kingswood Wealth Advisors's CNX Resources position peaked at $788K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held CNX Resources as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.