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