Charles Schwab
CBK

Charles Schwab’s Commercial Bancgroup CBK Stock Holding History

Charles Schwab’s Portfolio CBK Stock Details CBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$824K Buy
25,523
+4,595
+22% +$135K ﹤0.01% 3065
2026
Q1 		$545K Sell
20,928
-8,890
-30% -$228K ﹤0.01% 3084
2025
Q4 		$732K Buy
+29,818
New +$732K ﹤0.01% 3028

Other funds holding CBK

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PU
Petiole USA New York $139M AUM 34.86% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Charles Schwab's CBK Position: Q2 2026 in Review

Charles Schwab increased its Commercial Bancgroup (CBK) stake by 22% in Q2 2026, buying an estimated $135K and bringing the position to 25,523 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #3065.

Charles Schwab first reported a position in CBK in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold CBK as of Q2 2026.

  • Charles Schwab held 25,523 shares of Commercial Bancgroup worth $824K as of Q2 2026.
  • Charles Schwab bought 4,595 Commercial Bancgroup shares in Q2 2026, an estimated $135K.
  • Commercial Bancgroup made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3065 holding.
  • Charles Schwab first reported a position in Commercial Bancgroup in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held Commercial Bancgroup as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.