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SFA
Sequoia Financial Advisors’s
CNX Resources
CNX
Stock Holding History
Sequoia Financial Advisors’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
$734K
Buy
19,048
+1,604
+9%
+$62.6K
﹤0.01%
1045
2025
Q4
$641K
Buy
17,444
+3,168
+22%
+$113K
﹤0.01%
1132
2025
Q3
$459K
Buy
14,276
+747
+6%
+$22.9K
﹤0.01%
1184
2025
Q2
$456K
Buy
13,529
+3
+0%
+$95
﹤0.01%
1049
2025
Q1
$426K
Buy
13,526
+83
+0.6%
+$2.5K
﹤0.01%
918
2024
Q4
$493K
Buy
13,443
+308
+2%
+$11.3K
﹤0.01%
809
2024
Q3
$428K
Buy
13,135
+442
+3%
+$11.9K
﹤0.01%
811
2024
Q2
$308K
Buy
12,693
+147
+1%
+$3.59K
﹤0.01%
883
2024
Q1
$298K
Hold
12,546
–
–
﹤0.01%
865
2023
Q4
$251K
Hold
12,546
–
–
﹤0.01%
1007
2023
Q3
$283K
Hold
12,546
–
–
0.01%
712
2023
Q2
$222K
Buy
12,546
+49
+0.4%
+$791
﹤0.01%
820
2023
Q1
$200K
Sell
12,497
-105
-0.8%
-$1.67K
﹤0.01%
766
2022
Q4
$212K
Buy
+12,602
New
+$217K
0.01%
714
Other funds holding CNX
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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