Clearstead Advisors’s Commercial Bancgroup CBK Stock Holding History

Clearstead Advisors’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 Q3	$32	Buy	+1	New	+$34	﹤0.01%	3391

Other funds holding CBK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return

Siena Capital Partners Chicago, Illinois $425M AUM 12.18% 1-Year Est. Return

Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Clearstead Advisors's CBK Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Commercial Bancgroup (CBK) in Q3 2026: 1 share worth $32. The stake represents ﹤0.01% of the portfolio and ranks #3391 among its holdings.

38 funds tracked by Wall St. Rank hold CBK as of Q3 2026.

Clearstead Advisors held 1 share of Commercial Bancgroup worth $32 as of Q3 2026.
Commercial Bancgroup was a new Clearstead Advisors position in Q3 2026.
Commercial Bancgroup made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #3391 holding.
38 funds tracked by Wall St. Rank held Commercial Bancgroup as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.