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SwitchPoint Financial Planning’s CNX Resources CNX Stock Holding History

SwitchPoint Financial Planning’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 		$251K Buy
6,514
+9
+0.1% +$351 0.17% 56
2025
Q4 		$239K Buy
6,505
+32
+0.5% +$1.15K 0.17% 57
2025
Q3 		$208K Sell
6,473
-6
-0.1% -$184 0.15% 59
2025
Q2 		$218K Buy
6,479
+31
+0.5% +$977 0.18% 57
2025
Q1 		$203K Buy
6,448
+5
+0.1% +$151 0.19% 48
2024
Q4 		$236K Buy
+6,443
New +$237K 0.23% 43

Other funds holding CNX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SwitchPoint Financial Planning's CNX Position: Q1 2026 in Review

SwitchPoint Financial Planning increased its CNX Resources (CNX) stake by 0.14% in Q1 2026, buying an estimated $351 and bringing the position to 6,514 shares worth $251K. The position accounts for 0.17% of the portfolio, ranked #56.

SwitchPoint Financial Planning first reported a position in CNX in Q4 2024 and has held it in 6 quarters since. 420 funds tracked by Wall St. Rank hold CNX as of Q1 2026.

  • SwitchPoint Financial Planning held 6,514 shares of CNX Resources worth $251K as of Q1 2026.
  • SwitchPoint Financial Planning bought 9 CNX Resources shares in Q1 2026, an estimated $351.
  • CNX Resources made up 0.17% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #56 holding.
  • SwitchPoint Financial Planning first reported a position in CNX Resources in Q4 2024 and has held it in 6 quarters since.
  • 420 funds tracked by Wall St. Rank held CNX Resources as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.