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Root Financial Partners’s CNB Financial Corp CCNE Stock Holding History

Root Financial Partners’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 		– Sell
-16
Closed -$463 – 884
2026
Q1 		$463 Buy
+16
New +$447 ﹤0.01% 2893

Other funds holding CCNE

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UA
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Root Financial Partners's CCNE Position: Q2 2026 in Review

Root Financial Partners sold out of CNB Financial Corp (CCNE) in Q2 2026, closing a stake of 16 shares — an estimated $463 sold.

Root Financial Partners first reported a position in CCNE in Q1 2026 and held it in 1 quarter. The position peaked at $463 in Q1 2026. 31 funds tracked by Wall St. Rank hold CCNE as of Q2 2026.

  • Root Financial Partners reported no remaining CNB Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 16 CNB Financial Corp shares in Q2 2026, an estimated $463.
  • Root Financial Partners first reported a position in CNB Financial Corp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's CNB Financial Corp position peaked at $463 in Q1 2026.
  • 31 funds tracked by Wall St. Rank held CNB Financial Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.