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United Financial Planning Group’s Center Bancorp CNOB Stock Holding History

United Financial Planning Group’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
Q2 		– Sell
-164
Closed -$4.39K – 478
2026
Q1 		$4.39K Buy
+164
New +$4.41K ﹤0.01% 344

Other funds holding CNOB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

United Financial Planning Group's CNOB Position: Q2 2026 in Review

United Financial Planning Group sold out of Center Bancorp (CNOB) in Q2 2026, closing a stake of 164 shares — an estimated $4.39K sold.

United Financial Planning Group first reported a position in CNOB in Q1 2026 and held it in 1 quarter. The position peaked at $4.39K in Q1 2026. 229 funds tracked by Wall St. Rank hold CNOB as of Q2 2026.

  • United Financial Planning Group reported no remaining Center Bancorp position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 164 Center Bancorp shares in Q2 2026, an estimated $4.39K.
  • United Financial Planning Group first reported a position in Center Bancorp in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's Center Bancorp position peaked at $4.39K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held Center Bancorp as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.