EWA
CBNA

EverSource Wealth Advisors’s Chain Bridge Bancorp CBNA Stock Holding History

EverSource Wealth 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
Q2 		$252 Hold
6
– – ﹤0.01% 4225
2026
Q1 		$209 Hold
6
– – ﹤0.01% 4192
2025
Q4 		$208 Buy
+6
New +$194 ﹤0.01% 4023

Other funds holding CBNA

HIFS
Hingham Institution for Savings Hingham, Massachusetts $134M AUM
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

EverSource Wealth Advisors held its Chain Bridge Bancorp (CBNA) position steady in Q2 2026 at 6 shares worth $252. The position accounts for ﹤0.01% of the portfolio, ranked #4225.

EverSource Wealth Advisors first reported a position in CBNA in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold CBNA as of Q2 2026.

  • EverSource Wealth Advisors held 6 shares of Chain Bridge Bancorp worth $252 as of Q2 2026.
  • EverSource Wealth Advisors left its Chain Bridge Bancorp share count unchanged in Q2 2026.
  • Chain Bridge Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4225 holding.
  • EverSource Wealth Advisors first reported a position in Chain Bridge Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Chain Bridge Bancorp as of Q2 2026.

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