DT
CBC

Diversified Trust’s Central Bancompany Inc CBC Stock Holding History

Diversified Trust’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 		$826K Sell
27,199
-9,751
-26% -$265K 0.01% 583
2026
Q1 		$885K Buy
36,950
+100
+0.3% +$2.42K 0.02% 498
2025
Q4 		$889K Buy
+36,850
New +$867K 0.02% 475

Other funds holding CBC

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Diversified Trust's CBC Position: Q2 2026 in Review

Diversified Trust reduced its Central Bancompany Inc (CBC) stake by 26% in Q2 2026, selling an estimated $265K and leaving 27,199 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #583.

Diversified Trust first reported a position in CBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $889K in Q4 2025. 12 funds tracked by Wall St. Rank hold CBC as of Q2 2026.

  • Diversified Trust held 27,199 shares of Central Bancompany Inc worth $826K as of Q2 2026.
  • Diversified Trust sold 9,751 Central Bancompany Inc shares in Q2 2026, an estimated $265K.
  • Central Bancompany Inc made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #583 holding.
  • Diversified Trust first reported a position in Central Bancompany Inc in Q4 2025 and has held it in 3 quarters since.
  • Diversified Trust's Central Bancompany Inc position peaked at $889K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Central Bancompany Inc as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.