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Root Financial Partners’s CNX Resources CNX Stock Holding History

Root Financial Partners’s Portfolio CNX Stock Details CNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-734
Closed -$28.3K – 976
2026
Q1 		$28.3K Buy
734
+150
+26% +$5.85K ﹤0.01% 1149
2025
Q4 		$21.5K Buy
584
+125
+27% +$4.48K ﹤0.01% 1150
2025
Q3 		$14.7K Buy
+459
New +$14.1K ﹤0.01% 1273

Other funds holding CNX

CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

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

Root Financial Partners sold out of CNX Resources (CNX) in Q2 2026, closing a stake of 734 shares — an estimated $28.3K sold.

Root Financial Partners first reported a position in CNX in Q3 2025 and held it in 3 quarters. The position peaked at $28.3K in Q1 2026. 93 funds tracked by Wall St. Rank hold CNX as of Q2 2026.

  • Root Financial Partners reported no remaining CNX Resources position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 734 CNX Resources shares in Q2 2026, an estimated $28.3K.
  • Root Financial Partners first reported a position in CNX Resources in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's CNX Resources position peaked at $28.3K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held CNX Resources as of Q2 2026.

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