EWA
CBK

EverSource Wealth Advisors’s Commercial Bancgroup CBK Stock Holding History

EverSource Wealth 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
Q2 		$226 Buy
7
+6
+600% +$176 ﹤0.01% 4237
2026
Q1 		$26 Buy
+1
New +$26 ﹤0.01% 4350

Other funds holding CBK

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PU
Petiole USA New York $139M AUM 34.86% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

EverSource Wealth Advisors's CBK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Commercial Bancgroup (CBK) stake by 600% in Q2 2026, buying an estimated $176 and bringing the position to 7 shares worth $226. The position accounts for ﹤0.01% of the portfolio, ranked #4237.

EverSource Wealth Advisors first reported a position in CBK in Q1 2026 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold CBK as of Q2 2026.

  • EverSource Wealth Advisors held 7 shares of Commercial Bancgroup worth $226 as of Q2 2026.
  • EverSource Wealth Advisors bought 6 Commercial Bancgroup shares in Q2 2026, an estimated $176.
  • Commercial Bancgroup made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4237 holding.
  • EverSource Wealth Advisors first reported a position in Commercial Bancgroup in Q1 2026 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Commercial Bancgroup as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.