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Security record

CBFV

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
41Tracked holders
+2Δ holders
1.37MShares held
$50.80MReported value
+3New positions
−1Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.1% · share flow +5.2% · net new positions +4.9%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 41 +2 1.37M $50.80M +3 −1
Q1 2026 41 0 1.30M $44.59M +1 −1
Q4 2025 41 0 1.38M $48.01M
Q3 2025 10 +1 746.52K $24.79M +1
Q2 2025 6 -1 537.01K $15.31M −1
Q1 2025 5 +1 186.02K $5.29M +1
Q4 2024 4 +1 119.89K $3.43M +1
Q3 2024 2 0 100.26K $2.80M
Q2 2024 2 96.46K $2.19M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 280.33K +10.7% $10.62M 0.0% ▲ Add 5 SEC ↗
2 BlackRock (passive) 280.33K +10.7% $10.62M 0.0% ▲ Add 5 SEC ↗
3 BlackRock (passive) 280.33K +10.7% $10.62M 0.0% ▲ Add 5 SEC ↗
4 BlackRock (passive) 280.33K +10.7% $10.62M 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 280.33K +10.7% $10.62M 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 280.33K +10.7% $10.62M 0.0% ▲ Add 5 SEC ↗
7 Alliancebernstein L.P. 254.00K +0.1% $8.68M 0.0% ▲ Add 3 SEC ↗
8 Vanguard Capital Management Llc 198.60K +2.3% $7.53M 0.0% ▲ Add 2 SEC ↗
9 Manufacturers Life Insurance… 154.16K -1.1% $5.84M 0.0% ▼ Trim 3 SEC ↗
10 Geode Capital Management (passive) 116.03K +10.3% $4.40M 0.0% ▲ Add 9 SEC ↗
11 Geode Capital Management (passive) 116.03K +10.3% $4.40M 0.0% ▲ Add 9 SEC ↗
12 Renaissance Technologies 53.90K -3.1% $2.04M 0.0% ▼ Trim 9 SEC ↗
13 State Street Global Advisors (passive) 48.38K -2.9% $1.83M 0.0% ▼ Trim 7 SEC ↗
14 Dimensional Fund Advisors Lp 36.43K +0.9% $1.38M 0.0% ▲ Add 3 SEC ↗
15 Dimensional Fund Advisors Lp 36.43K +0.9% $1.38M 0.0% ▲ Add 3 SEC ↗
16 Dimensional Fund Advisors Lp 36.43K +0.9% $1.38M 0.0% ▲ Add 3 SEC ↗
17 Dimensional Fund Advisors Lp 36.43K +0.9% $1.38M 0.0% ▲ Add 3 SEC ↗
18 Northern Trust Corp 36.21K +6.4% $1.37M 0.0% ▲ Add 3 SEC ↗
19 Northern Trust Corp 36.21K +6.4% $1.37M 0.0% ▲ Add 3 SEC ↗
20 Northern Trust Corp 36.21K +6.4% $1.37M 0.0% ▲ Add 3 SEC ↗
21 Goldman Sachs Group 19.93K -17.8% $755,385 0.0% ▼ Trim 4 SEC ↗
22 Goldman Sachs Group 19.93K -17.8% $755,385 0.0% ▼ Trim 4 SEC ↗
23 Morgan Stanley 15.70K +77.3% $594,992 0.0% ▲ Add 4 SEC ↗
24 Morgan Stanley 15.70K +77.3% $594,992 0.0% ▲ Add 4 SEC ↗
25 Morgan Stanley 15.70K +77.3% $594,992 0.0% ▲ Add 4 SEC ↗
26 Morgan Stanley 15.70K +77.3% $594,992 0.0% ▲ Add 4 SEC ↗
27 Morgan Stanley 15.70K +77.3% $594,992 0.0% ▲ Add 4 SEC ↗
28 Morgan Stanley 15.70K +77.3% $594,992 0.0% ▲ Add 4 SEC ↗
29 Stifel Financial Corp 15.45K 0.0% $585,670 0.0% Held 3 SEC ↗
30 Stifel Financial Corp 15.45K 0.0% $585,670 0.0% Held 3 SEC ↗
31 Charles Schwab Investment… 13.47K +8.2% $510,513 0.0% ▲ Add 3 SEC ↗
32 American Century Companies Inc 13.15K -9.8% $498,347 0.0% ▼ Trim 3 SEC ↗
33 Ameriprise Financial Inc 11.29K 0.0% $427,929 0.0% Held 3 SEC ↗
34 Bank of New York Mellon Corp 10.75K +14.8% $407,490 0.0% ▲ Add 3 SEC ↗
35 Bank of New York Mellon Corp 10.75K +14.8% $407,490 0.0% ▲ Add 3 SEC ↗
36 Bank of New York Mellon Corp 10.75K +14.8% $407,490 0.0% ▲ Add 3 SEC ↗
37 LPL Financial LLC 9.72K New $368,236 0.0% New 1 SEC ↗
38 Connor, Clark & Lunn Investment… 9.26K -0.7% $350,878 0.0% ▼ Trim 3 SEC ↗
39 Barclays Plc 8.21K -5.4% $310,970 0.0% ▼ Trim 3 SEC ↗
40 Barclays Plc 8.21K -5.4% $310,970 0.0% ▼ Trim 3 SEC ↗
41 Citadel Advisors 8.15K +33.1% $309,075 0.0% ▲ Add 6 SEC ↗
42 Nuveen, LLC 8.11K 0.0% $307,255 0.0% Held 3 SEC ↗
43 Nuveen, LLC 8.11K 0.0% $307,255 0.0% Held 3 SEC ↗
44 AQR Capital Management 5.63K New $213,344 0.0% New 1 SEC ↗
45 AQR Capital Management 5.63K New $213,344 0.0% New 1 SEC ↗
46 AQR Capital Management 5.63K New $213,344 0.0% New 1 SEC ↗
47 AQR Capital Management 5.63K New $213,344 0.0% New 1 SEC ↗
48 AQR Capital Management 5.63K New $213,344 0.0% New 1 SEC ↗
49 AQR Capital Management 5.63K New $213,344 0.0% New 1 SEC ↗
50 Bank Of America Corp /De/ 5.59K -24.7% $211,785 0.0% ▼ Trim 3 SEC ↗
51 Fifth Third Bancorp 4.65K 0.0% $176,235 0.0% Held 3 SEC ↗
52 Deutsche Bank Ag\ 4.56K +114.0% $172,938 0.0% ▲ Add 3 SEC ↗
53 Wells Fargo & Company/Mn 3.92K +125.5% $148,606 0.0% ▲ Add 3 SEC ↗
54 Wells Fargo & Company/Mn 3.92K +125.5% $148,606 0.0% ▲ Add 3 SEC ↗
55 Rhumbline Advisers 3.55K +5.2% $134,465 0.0% ▲ Add 3 SEC ↗
56 Russell Investments Group, Ltd. 2.60K +505.1% $98,388 0.0% ▲ Add 3 SEC ↗
57 Russell Investments Group, Ltd. 2.60K +505.1% $98,388 0.0% ▲ Add 3 SEC ↗
58 JPMorgan Chase 2.21K +3.1% $82,471 0.0% ▲ Add 4 SEC ↗
59 JPMorgan Chase 2.21K +3.1% $82,471 0.0% ▲ Add 4 SEC ↗
60 JPMorgan Chase 2.21K +3.1% $82,471 0.0% ▲ Add 4 SEC ↗
61 Citigroup Inc 2.17K +915.4% $82,357 0.0% ▲ Add 3 SEC ↗
62 Citigroup Inc 2.17K +915.4% $82,357 0.0% ▲ Add 3 SEC ↗
63 MIRAE ASSET GLOBAL ETFS HOLDINGS… 2.16K -2.6% $81,712 0.0% ▼ Trim 3 SEC ↗
64 New York State Common Retirement… 2.10K 0.0% $79,590 0.0% Held 3 SEC ↗
65 Bnp Paribas Financial Markets 1.15K +8.3% $43,509 0.0% ▲ Add 3 SEC ↗
66 Rockefeller Capital Management L.P. 973 -38.3% $36,877 0.0% ▼ Trim 3 SEC ↗
67 UBS Group AG 902 -30.2% $34,186 0.0% ▼ Trim 3 SEC ↗
68 UBS Group AG 902 -30.2% $34,186 0.0% ▼ Trim 3 SEC ↗
69 UBS Group AG 902 -30.2% $34,186 0.0% ▼ Trim 3 SEC ↗
70 Osaic Holdings, Inc. 733 0.0% $27,780 0.0% Held 3 SEC ↗
71 Royal Bank Of Canada 460 New $17,000 0.0% New 1 SEC ↗
72 Royal Bank Of Canada 460 New $17,000 0.0% New 1 SEC ↗
73 Legal & General Group Plc 420 0.0% $15,918 0.0% Held 3 SEC ↗
74 UBS AM, a distinct business unit of… 354 0.0% $13,417 0.0% Held 2 SEC ↗
75 Pnc Financial Services Group, Inc. 15 -37.5% $569 0.0% ▼ Trim 3 SEC ↗
76 Fidelity (FMR) 7 0.0% $265 0.0% Held 4 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

LPL Financial LLC $368,236 0.0%
AQR Capital Management $213,344 0.0%
AQR Capital Management $213,344 0.0%
AQR Capital Management $213,344 0.0%
AQR Capital Management $213,344 0.0%
AQR Capital Management $213,344 0.0%
AQR Capital Management $213,344 0.0%
Royal Bank Of Canada $17,000 0.0%
Royal Bank Of Canada $17,000 0.0%

Exited

Federated Hermes, Inc. $3,350 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 77 holders, 2.23M shares, $59.22M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 14 Cobain Stephen

Officer · 1.18K sh · $43,583

Aug 14 Cobain Stephen

Officer · 316 sh · $11,771

Aug 14 Cobain Stephen

Officer · 8 sh · $299

Aug 14 SWIATEK JOHN

Director · 1.00K sh · $37,060

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Jul 27 SC 13G — BlackRock, Inc.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API