Elevation Wealth Partners’s Central Bancompany Inc CBC Stock Holding History

Elevation Wealth Partners’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 Q3	$3.47K	Hold	111	–	–	﹤0.01%	1164
2026 Q2	$3.37K	Buy	+111	New	+$3.02K	﹤0.01%	1104

Other funds holding CBC

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

JTBR

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Elevation Wealth Partners's CBC Position: Q3 2026 in Review

Elevation Wealth Partners held its Central Bancompany Inc (CBC) position steady in Q3 2026 at 111 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Elevation Wealth Partners first reported a position in CBC in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold CBC as of Q3 2026.

Elevation Wealth Partners held 111 shares of Central Bancompany Inc worth $3.47K as of Q3 2026.
Elevation Wealth Partners left its Central Bancompany Inc share count unchanged in Q3 2026.
Central Bancompany Inc made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1164 holding.
Elevation Wealth Partners first reported a position in Central Bancompany Inc in Q2 2026 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held Central Bancompany Inc as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.