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 Q2	$220K	Sell	6,492 -22	-0.3%	-$793	0.13%	63
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SwitchPoint Financial Planning's CNX Position: Q2 2026 in Review

SwitchPoint Financial Planning reduced its CNX Resources (CNX) stake by 0.34% in Q2 2026, selling an estimated $793 and leaving 6,492 shares worth $220K. The position accounts for 0.13% of the portfolio, ranked #63.

SwitchPoint Financial Planning first reported a position in CNX in Q4 2024 and has held it in 7 quarters since. The position peaked at $251K in Q1 2026. 386 funds tracked by Wall St. Rank hold CNX as of Q2 2026.

SwitchPoint Financial Planning held 6,492 shares of CNX Resources worth $220K as of Q2 2026.
SwitchPoint Financial Planning sold 22 CNX Resources shares in Q2 2026, an estimated $793.
CNX Resources made up 0.13% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #63 holding.
SwitchPoint Financial Planning first reported a position in CNX Resources in Q4 2024 and has held it in 7 quarters since.
SwitchPoint Financial Planning's CNX Resources position peaked at $251K in Q1 2026.
386 funds tracked by Wall St. Rank held CNX Resources as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.