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
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

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Charles Schwab's CBK Position: Q1 2026 in Review

Charles Schwab reduced its Commercial Bancgroup (CBK) stake by 30% in Q1 2026, selling an estimated $228K and leaving 20,928 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #3084.

Charles Schwab first reported a position in CBK in Q4 2025 and has held it in 2 quarters since. The position peaked at $732K in Q4 2025. 81 funds tracked by Wall St. Rank hold CBK as of Q1 2026.

  • Charles Schwab held 20,928 shares of Commercial Bancgroup worth $545K as of Q1 2026.
  • Charles Schwab sold 8,890 Commercial Bancgroup shares in Q1 2026, an estimated $228K.
  • Commercial Bancgroup made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3084 holding.
  • Charles Schwab first reported a position in Commercial Bancgroup in Q4 2025 and has held it in 2 quarters since.
  • Charles Schwab's Commercial Bancgroup position peaked at $732K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Commercial Bancgroup as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.