PWA
CCNE icon

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

Physician 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
Q1 		– Sell
-38
Closed -$995 – 2085
2025
Q4 		$995 Hold
38
– – ﹤0.01% 1628
2025
Q3 		$920 Hold
38
– – ﹤0.01% 1629
2025
Q2 		$869 Buy
+38
New +$835 ﹤0.01% 1519

Other funds holding CCNE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Physician Wealth Advisors's CCNE Position: Q1 2026 in Review

Physician Wealth Advisors sold out of CNB Financial Corp (CCNE) in Q1 2026, closing a stake of 38 shares — an estimated $995 sold.

Physician Wealth Advisors first reported a position in CCNE in Q2 2025 and held it in 3 quarters. The position peaked at $995 in Q4 2025. 158 funds tracked by Wall St. Rank hold CCNE as of Q1 2026.

  • Physician Wealth Advisors reported no remaining CNB Financial Corp position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 38 CNB Financial Corp shares in Q1 2026, an estimated $995.
  • Physician Wealth Advisors first reported a position in CNB Financial Corp in Q2 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's CNB Financial Corp position peaked at $995 in Q4 2025.
  • 158 funds tracked by Wall St. Rank held CNB Financial Corp as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.