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Shulman DeMeo Asset Management’s Center Bancorp CNOB Stock Holding History

Shulman DeMeo Asset Management’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
2026
Q3 		– Sell
-6,214
Closed -$208K – 146
2026
Q2 		$208K Buy
+6,214
New +$187K 0.04% 133
2022
Q1 		– Sell
-6,214
Closed -$203K – 144
2021
Q4 		$203K Buy
+6,214
New +$205K 0.05% 142

Other funds holding CNOB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Shulman DeMeo Asset Management's CNOB Position: Q3 2026 in Review

Shulman DeMeo Asset Management sold out of Center Bancorp (CNOB) in Q3 2026, closing a stake of 6,214 shares — an estimated $208K sold.

Shulman DeMeo Asset Management first reported a position in CNOB in Q4 2021 and held it in 2 quarters. The position peaked at $208K in Q2 2026. 9 funds tracked by Wall St. Rank hold CNOB as of Q3 2026.

  • Shulman DeMeo Asset Management reported no remaining Center Bancorp position as of Q3 2026 after selling out during the quarter.
  • Shulman DeMeo Asset Management sold 6,214 Center Bancorp shares in Q3 2026, an estimated $208K.
  • Shulman DeMeo Asset Management first reported a position in Center Bancorp in Q4 2021 and held it in 2 quarters.
  • Shulman DeMeo Asset Management's Center Bancorp position peaked at $208K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Center Bancorp as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.