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True Wealth Design’s CNB Financial Corp CCNE Stock Holding History

True Wealth Design’s Portfolio CCNE Stock Details CCNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$67 Hold
2
– – ﹤0.01% 2485
2026
Q2 		$68 Hold
2
– – ﹤0.01% 2578
2026
Q1 		$58 Hold
2
– – ﹤0.01% 2549
2025
Q4 		$53 Buy
+2
New +$51 ﹤0.01% 2412

Other funds holding CCNE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's CCNE Position: Q3 2026 in Review

True Wealth Design held its CNB Financial Corp (CCNE) position steady in Q3 2026 at 2 shares worth $67. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

True Wealth Design first reported a position in CCNE in Q4 2025 and has held it in 4 quarters since. The position peaked at $68 in Q2 2026. 12 funds tracked by Wall St. Rank hold CCNE as of Q3 2026.

  • True Wealth Design held 2 shares of CNB Financial Corp worth $67 as of Q3 2026.
  • True Wealth Design left its CNB Financial Corp share count unchanged in Q3 2026.
  • CNB Financial Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2485 holding.
  • True Wealth Design first reported a position in CNB Financial Corp in Q4 2025 and has held it in 4 quarters since.
  • True Wealth Design's CNB Financial Corp position peaked at $68 in Q2 2026.
  • 12 funds tracked by Wall St. Rank held CNB Financial Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.