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Connectone Banc shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Connectone Banc (CNOB) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Connectone Banc

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All positions including Connectone Banc held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Connectone Banc by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.4k 164 26.77

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Connectone Banc

BlackRock
Vanguard Group
FMR
Dimensional Fund Advisors
Wellington Management Company
Vanguard Capital Management
State Street Corporation
Goldman Sachs Group
Geode Capital Management
Kennedy Capital Management
Bank of America Corporation
American Century Companies
Algebris
Nomura Asset Management International
Stieven Capital Advisors

View all funds holding Connectone Banc