Clearstead Advisors’s Chain Bridge Bancorp CBNA Stock Holding History

Clearstead Advisors’s Portfolio CBNA Stock Details CBNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$207K	Buy	+4,485	New	+$204K	﹤0.01%	1045

Other funds holding CBNA

Hingham Institution for Savings Hingham, Massachusetts $134M AUM 17.18% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

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

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Clearstead Advisors's CBNA Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Chain Bridge Bancorp (CBNA) in Q3 2026: 4,485 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1045 among its holdings.

30 funds tracked by Wall St. Rank hold CBNA as of Q3 2026.

Clearstead Advisors held 4,485 shares of Chain Bridge Bancorp worth $207K as of Q3 2026.
Chain Bridge Bancorp was a new Clearstead Advisors position in Q3 2026.
Chain Bridge Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1045 holding.
30 funds tracked by Wall St. Rank held Chain Bridge Bancorp as of Q3 2026.

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