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Security record · archived quarter

CBNA

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
28Tracked holders
0Δ holders
558.67KShares held
$19.35MReported value
+0New positions
−0Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +8.4% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 33 +4 626.05K $25.79M +5 −1
Q1 2026 31 +3 553.51K $19.30M +3
Q4 2025 28 0 558.67K $19.35M
Q3 2025 9 +2 342.46K $11.21M +2
Q2 2025 4 -2 287.32K $7.41M +1 −3
Q1 2025 4 +2 69.39K $1.65M +2
Q4 2024 2 +2 126.79K $3.18M +2
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 153.67K +36.6% $5.32M 0.0% ▲ Add 3 SEC ↗
2 The Vanguard Group (passive) 153.67K +36.6% $5.32M 0.0% ▲ Add 3 SEC ↗
3 The Vanguard Group (passive) 153.67K +36.6% $5.32M 0.0% ▲ Add 3 SEC ↗
4 BlackRock (passive) 121.04K +3.6% $4.19M 0.0% ▲ Add 3 SEC ↗
5 BlackRock (passive) 121.04K +3.6% $4.19M 0.0% ▲ Add 3 SEC ↗
6 BlackRock (passive) 121.04K +3.6% $4.19M 0.0% ▲ Add 3 SEC ↗
7 BlackRock (passive) 121.04K +3.6% $4.19M 0.0% ▲ Add 3 SEC ↗
8 BlackRock (passive) 121.04K +3.6% $4.19M 0.0% ▲ Add 3 SEC ↗
9 Alliancebernstein L.P. 65.51K $2.27M 0.0% n/c 1 SEC ↗
10 Geode Capital Management (passive) 57.45K -0.2% $1.99M 0.0% ▼ Trim 5 SEC ↗
11 Geode Capital Management (passive) 57.45K -0.2% $1.99M 0.0% ▼ Trim 5 SEC ↗
12 Northern Trust Corp 31.14K $1.08M 0.0% n/c 1 SEC ↗
13 Northern Trust Corp 31.14K $1.08M 0.0% n/c 1 SEC ↗
14 State Street Global Advisors (passive) 18.89K +2.2% $654,315 0.0% ▲ Add 3 SEC ↗
15 Chevy Chase Trust Holdings, LLC 18.42K $638,034 0.0% n/c 1 SEC ↗
16 Royal Bank Of Canada 16.13K $559,000 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 16.13K $559,000 0.0% n/c 1 SEC ↗
18 Renaissance Technologies 14.80K -17.8% $512,672 0.0% ▼ Trim 2 SEC ↗
19 Goldman Sachs Group 12.93K +51.1% $447,757 0.0% ▲ Add 2 SEC ↗
20 Raymond James Financial Inc 9.50K $329,080 0.0% n/c 1 SEC ↗
21 Bank Of America Corp /De/ 9.37K $324,508 0.0% n/c 1 SEC ↗
22 Bank Of America Corp /De/ 9.37K $324,508 0.0% n/c 1 SEC ↗
23 Barclays Plc 6.30K $218,335 0.0% n/c 1 SEC ↗
24 Cwm, Llc 5.95K $206,000 0.0% n/c 1 SEC ↗
25 Morgan Stanley 4.10K +21.9% $142,162 0.0% ▲ Add 2 SEC ↗
26 Morgan Stanley 4.10K +21.9% $142,162 0.0% ▲ Add 2 SEC ↗
27 Morgan Stanley 4.10K +21.9% $142,162 0.0% ▲ Add 2 SEC ↗
28 Morgan Stanley 4.10K +21.9% $142,162 0.0% ▲ Add 2 SEC ↗
29 Rhumbline Advisers 3.13K $108,416 0.0% n/c 1 SEC ↗
30 JPMorgan Chase 2.45K -64.9% $84,938 0.0% ▼ Trim 2 SEC ↗
31 JPMorgan Chase 2.45K -64.9% $84,938 0.0% ▼ Trim 2 SEC ↗
32 JPMorgan Chase 2.45K -64.9% $84,938 0.0% ▼ Trim 2 SEC ↗
33 JPMorgan Chase 2.45K -64.9% $84,938 0.0% ▼ Trim 2 SEC ↗
34 Wells Fargo & Company/Mn 2.45K $84,833 0.0% n/c 1 SEC ↗
35 Wells Fargo & Company/Mn 2.45K $84,833 0.0% n/c 1 SEC ↗
36 New York State Common Retirement… 2.20K $76,208 0.0% n/c 1 SEC ↗
37 MIRAE ASSET GLOBAL ETFS HOLDINGS… 1.03K $35,541 0.0% n/c 1 SEC ↗
38 Bnp Paribas Financial Markets 674 $23,347 0.0% n/c 1 SEC ↗
39 UBS Group AG 640 $22,170 0.0% n/c 1 SEC ↗
40 UBS Group AG 640 $22,170 0.0% n/c 1 SEC ↗
41 UBS Group AG 640 $22,170 0.0% n/c 1 SEC ↗
42 Russell Investments Group, Ltd. 272 $9,422 0.0% n/c 1 SEC ↗
43 Russell Investments Group, Ltd. 272 $9,422 0.0% n/c 1 SEC ↗
44 Fidelity (FMR) 212 +3.4% $7,344 0.0% ▲ Add 2 SEC ↗
45 Fidelity (FMR) 212 +3.4% $7,344 0.0% ▲ Add 2 SEC ↗
46 Legal & General Group Plc 210 $7,274 0.0% n/c 1 SEC ↗
47 California State Teachers… 135 $4,676 0.0% n/c 1 SEC ↗
48 Citigroup Inc 49 $1,697 0.0% n/c 1 SEC ↗
49 Federated Hermes, Inc. 28 $970 0.0% n/c 1 SEC ↗

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

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 66 holders, 2.11M shares, $72.53M 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.

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: Q4 2025 · Methodology · Get this via the API