Essential Partners’s Chain Bridge Bancorp CBNA Stock Holding History

Essential Partners’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	$507	Hold	11	–	–	﹤0.01%	2392
2026 Q2	$463	Sell	11 -20	-65%	-$736	﹤0.01%	2493
2026 Q1	$1.08K	Hold	31	–	–	﹤0.01%	2214
2025 Q4	$1.07K	Buy	31 +1	+3%	+$32	﹤0.01%	2010
2025 Q3	$982	Buy	+30	New	+$856	﹤0.01%	2027

Other funds holding CBNA

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

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 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

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's CBNA Position: Q3 2026 in Review

Essential Partners held its Chain Bridge Bancorp (CBNA) position steady in Q3 2026 at 11 shares worth $507. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Essential Partners first reported a position in CBNA in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.08K in Q1 2026. 9 funds tracked by Wall St. Rank hold CBNA as of Q3 2026.

Essential Partners held 11 shares of Chain Bridge Bancorp worth $507 as of Q3 2026.
Essential Partners left its Chain Bridge Bancorp share count unchanged in Q3 2026.
Chain Bridge Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2392 holding.
Essential Partners first reported a position in Chain Bridge Bancorp in Q3 2025 and has held it in 5 quarters since.
Essential Partners's Chain Bridge Bancorp position peaked at $1.08K in Q1 2026.
9 funds tracked by Wall St. Rank held Chain Bridge Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.