Atwood & Palmer’s Central Bancompany Inc CBC Stock Holding History

Atwood & Palmer’s Portfolio CBC Stock Details CBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.57M	Hold	282,050	–	–	0.46%	50
2026 Q1	$6.76M	Sell	282,050 -13,000	-4%	-$315K	0.38%	53
2025 Q4	$7.12M	Buy	+295,050	New	+$6.94M	0.4%	53

Other funds holding CBC

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Atwood & Palmer's CBC Position: Q2 2026 in Review

Atwood & Palmer held its Central Bancompany Inc (CBC) position steady in Q2 2026 at 282,050 shares worth $8.57M. The position accounts for 0.46% of the portfolio, ranked #50.

Atwood & Palmer first reported a position in CBC in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold CBC as of Q2 2026.

Atwood & Palmer held 282,050 shares of Central Bancompany Inc worth $8.57M as of Q2 2026.
Atwood & Palmer left its Central Bancompany Inc share count unchanged in Q2 2026.
Central Bancompany Inc made up 0.46% of Atwood & Palmer's portfolio in Q2 2026, its #50 holding.
Atwood & Palmer first reported a position in Central Bancompany Inc in Q4 2025 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held Central Bancompany Inc as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.