Root Financial Partners
CCNE icon

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
Q3 		$1.46K Buy
+44
New +$1.51K ﹤0.01% 2782
2026
Q2 		– Sell
-16
Closed -$463 – 884
2026
Q1 		$463 Buy
+16
New +$447 ﹤0.01% 2893

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
CNB Bank
CNB Bank Clearfield, Pennsylvania $259M AUM 22.08% 1-Year Est. Return
Oppenheimer & Close
Oppenheimer & Close New York $163M AUM 22.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's CCNE Position: Q3 2026 in Review

Root Financial Partners opened a new position in CNB Financial Corp (CCNE) in Q3 2026: 44 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #2782 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CCNE as recently as Q1 2026.

Root Financial Partners first reported a position in CCNE in Q1 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold CCNE as of Q3 2026.

  • Root Financial Partners held 44 shares of CNB Financial Corp worth $1.46K as of Q3 2026.
  • CNB Financial Corp was a new Root Financial Partners position in Q3 2026.
  • CNB Financial Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2782 holding.
  • Root Financial Partners first reported a position in CNB Financial Corp in Q1 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held CNB Financial Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.