Wealth Enhancement Advisory Services
CCNE icon

Wealth Enhancement Advisory Services’s CNB Financial Corp CCNE Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$913K Buy
27,159
+7,960
+41% +$248K ﹤0.01% 2140
2026
Q1 		$563K Sell
19,199
-101,812
-84% -$2.84M ﹤0.01% 2225
2025
Q4 		$3.17M Sell
121,011
-214
-0.2% -$5.43K ﹤0.01% 1251
2025
Q3 		$2.95M Buy
121,225
+934
+0.8% +$23K ﹤0.01% 1228
2025
Q2 		$2.94M Sell
120,291
-248
-0.2% -$5.45K ﹤0.01% 1162
2025
Q1 		$2.68M Sell
120,539
-24,616
-17% -$599K 0.01% 1100
2024
Q4 		$3.61M Buy
145,155
+19,729
+16% +$514K 0.01% 921
2024
Q3 		$3.02M Sell
125,426
-2,283
-2% -$53.2K 0.01% 891
2024
Q2 		$2.61M Sell
127,709
-6,033
-5% -$117K 0.01% 889
2024
Q1 		$2.73M Sell
133,742
-27,246
-17% -$565K 0.01% 837
2023
Q4 		$3.64M Buy
160,988
+26,253
+19% +$526K 0.01% 695
2023
Q3 		$2.44M Buy
+134,735
New +$2.5M 0.01% 792

Other funds holding CCNE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's CCNE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its CNB Financial Corp (CCNE) stake by 41% in Q2 2026, buying an estimated $248K and bringing the position to 27,159 shares worth $913K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Wealth Enhancement Advisory Services first reported a position in CCNE in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.64M in Q4 2023. 166 funds tracked by Wall St. Rank hold CCNE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 27,159 shares of CNB Financial Corp worth $913K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,960 CNB Financial Corp shares in Q2 2026, an estimated $248K.
  • CNB Financial Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2140 holding.
  • Wealth Enhancement Advisory Services first reported a position in CNB Financial Corp in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's CNB Financial Corp position peaked at $3.64M in Q4 2023.
  • 166 funds tracked by Wall St. Rank held CNB Financial Corp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.