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Security record · archived quarter

CWBC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
7Tracked holders
0Δ holders
962.41KShares held
$17.79MReported value
+1New positions
−1Exits
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 +10.8% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 64 +4 12.10M $324.89M +8 −4
Q1 2026 62 +4 7.30M $170.11M +9 −5
Q4 2025 58 +3 6.63M $149.17M +4 −1
Q3 2025 14 0 4.21M $87.79M +1 −1
Q2 2025 11 +1 3.72M $72.48M +1
Q1 2025 7 0 962.41K $17.79M +1 −1
Q4 2024 7 0 868.70K $16.83M
Q3 2024 6 +1 602.18K $11.60M +1
Q2 2024 5 586.20K $10.85M
Holder count
Who holds it · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Geode Capital Management (passive) 396.90K +2.2% $7.34M 0.0% ▲ Add 4 SEC ↗
2 Geode Capital Management (passive) 396.90K +2.2% $7.34M 0.0% ▲ Add 4 SEC ↗
3 State Street Global Advisors (passive) 263.83K +3.6% $4.88M 0.0% ▲ Add 2 SEC ↗
4 Wellington Management 152.19K +70.4% $2.81M 0.0% ▲ Add 4 SEC ↗
5 Wellington Management 152.19K +70.4% $2.81M 0.0% ▲ Add 4 SEC ↗
6 Renaissance Technologies 56.24K -4.4% $1.04M 0.0% ▼ Trim 4 SEC ↗
7 Citadel Advisors 51.23K +145.9% $946,805 0.0% ▲ Add 4 SEC ↗
8 Citadel Advisors 51.23K +145.9% $946,805 0.0% ▲ Add 4 SEC ↗
9 Two Sigma Investments 23.07K -28.9% $426,260 0.0% ▼ Trim 3 SEC ↗
10 Marshall Wace 18.95K New $350,231 0.0% New 1 SEC ↗
11 Marshall Wace 18.95K New $350,231 0.0% New 1 SEC ↗

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

New buyers

Marshall Wace $350,231 0.0%
Marshall Wace $350,231 0.0%

Exited

Arrowstreet Capital $475,766 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 125 holders, 11.19M shares, $257.17M 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)

Aug 21 LOKEY JAMES W

Director · 54 sh @ 25.92 · $1,406

Aug 21 STOVESAND KIRK

Director · 255 sh @ 26.10 · $6,656

Aug 10 GILL JAGROOP

Director · 4.77K sh @ 24.88 · $118,678

Open-market sales (S)

No open-market insider sales in our coverage window.

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

Beneficial ownership
Aug 14 SC 13G/A — Fourthstone LLC

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: Q1 2025 · Methodology · Get this via the API