SWA
CNOB icon

Serenus Wealth Advisors’s Center Bancorp CNOB Stock Holding History

Serenus Wealth Advisors’s Portfolio CNOB Stock Details CNOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,129
Closed -$226K – 75
2025
Q3 		$226K Hold
9,129
– – 0.04% 58
2025
Q2 		$211K Hold
9,129
– – 0.04% 58
2025
Q1 		$222K Hold
9,129
– – 0.04% 55
2024
Q4 		$209K Buy
+9,129
New +$235K 0.04% 53

Other funds holding CNOB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Serenus Wealth Advisors's CNOB Position: Q4 2025 in Review

Serenus Wealth Advisors sold out of Center Bancorp (CNOB) in Q4 2025, closing a stake of 9,129 shares — an estimated $226K sold.

Serenus Wealth Advisors first reported a position in CNOB in Q4 2024 and held it in 4 quarters. The position peaked at $226K in Q3 2025. 201 funds tracked by Wall St. Rank hold CNOB as of Q4 2025.

  • Serenus Wealth Advisors reported no remaining Center Bancorp position as of Q4 2025 after selling out during the quarter.
  • Serenus Wealth Advisors sold 9,129 Center Bancorp shares in Q4 2025, an estimated $226K.
  • Serenus Wealth Advisors first reported a position in Center Bancorp in Q4 2024 and held it in 4 quarters.
  • Serenus Wealth Advisors's Center Bancorp position peaked at $226K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Center Bancorp as of Q4 2025.

Based on Serenus Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.