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Pinnacle Wealth Planning Services’s CNB Financial Corp CCNE Stock Holding History

Pinnacle Wealth Planning Services’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 		$27.7K Hold
957
– – ﹤0.01% 1525
2025
Q4 		$25K Buy
+957
New +$24.3K ﹤0.01% 1614
2021
Q1 		– Sell
-871
Closed -$19K – 624
2020
Q4 		$19K Buy
+871
New +$16.8K ﹤0.01% 1170

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

Pinnacle Wealth Planning Services's CCNE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its CNB Financial Corp (CCNE) position steady in Q1 2026 at 957 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Pinnacle Wealth Planning Services first reported a position in CCNE in Q4 2020 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold CCNE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 957 shares of CNB Financial Corp worth $27.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its CNB Financial Corp share count unchanged in Q1 2026.
  • CNB Financial Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1525 holding.
  • Pinnacle Wealth Planning Services first reported a position in CNB Financial Corp in Q4 2020 and has held it in 3 quarters since.
  • 158 funds tracked by Wall St. Rank held CNB Financial Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.