Physician Wealth Advisors’s Center Bancorp CNOB Stock Holding History

Physician Wealth Advisors’s Portfolio CNOB Stock Details CNOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$602	Hold	18	–	–	﹤0.01%	2021
2026 Q1	$482	Hold	18	–	–	﹤0.01%	1940
2025 Q4	$472	Buy	+18	New	+$456	﹤0.01%	1914

Other funds holding CNOB

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Physician Wealth Advisors's CNOB Position: Q2 2026 in Review

Physician Wealth Advisors held its Center Bancorp (CNOB) position steady in Q2 2026 at 18 shares worth $602. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Physician Wealth Advisors first reported a position in CNOB in Q4 2025 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold CNOB as of Q2 2026.

Physician Wealth Advisors held 18 shares of Center Bancorp worth $602 as of Q2 2026.
Physician Wealth Advisors left its Center Bancorp share count unchanged in Q2 2026.
Center Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2021 holding.
Physician Wealth Advisors first reported a position in Center Bancorp in Q4 2025 and has held it in 3 quarters since.
229 funds tracked by Wall St. Rank held Center Bancorp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.