SageView Advisory Group’s CNX Resources CNX Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-1,351	Closed	-$49.7K	–	967
2025 Q4	$49.7K	Buy	+1,351	New	+$48.4K	﹤0.01%	1083

Other funds holding CNX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SageView Advisory Group's CNX Position: Q1 2026 in Review

SageView Advisory Group sold out of CNX Resources (CNX) in Q1 2026, closing a stake of 1,351 shares — an estimated $49.7K sold.

SageView Advisory Group first reported a position in CNX in Q4 2025 and held it in 1 quarter. The position peaked at $49.7K in Q4 2025. 425 funds tracked by Wall St. Rank hold CNX as of Q1 2026.

SageView Advisory Group reported no remaining CNX Resources position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,351 CNX Resources shares in Q1 2026, an estimated $49.7K.
SageView Advisory Group first reported a position in CNX Resources in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's CNX Resources position peaked at $49.7K in Q4 2025.
425 funds tracked by Wall St. Rank held CNX Resources as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.