HHM Wealth Advisors
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HHM Wealth Advisors’s Commercial Bancgroup CBK Stock Holding History

HHM 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
Q3 		$3.48K Hold
111
– – ﹤0.01% 843
2026
Q2 		$3.58K Hold
111
– – ﹤0.01% 764
2026
Q1 		$2.89K Buy
+111
New +$2.85K ﹤0.01% 783

Other funds holding CBK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Siena Capital Partners
Siena Capital Partners Chicago, Illinois $425M AUM 12.18% 1-Year Est. Return
Cravens & Co Advisors
Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

HHM Wealth Advisors's CBK Position: Q3 2026 in Review

HHM Wealth Advisors held its Commercial Bancgroup (CBK) position steady in Q3 2026 at 111 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

HHM Wealth Advisors first reported a position in CBK in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.58K in Q2 2026. 41 funds tracked by Wall St. Rank hold CBK as of Q3 2026.

  • HHM Wealth Advisors held 111 shares of Commercial Bancgroup worth $3.48K as of Q3 2026.
  • HHM Wealth Advisors left its Commercial Bancgroup share count unchanged in Q3 2026.
  • Commercial Bancgroup made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q3 2026, its #843 holding.
  • HHM Wealth Advisors first reported a position in Commercial Bancgroup in Q1 2026 and has held it in 3 quarters since.
  • HHM Wealth Advisors's Commercial Bancgroup position peaked at $3.58K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Commercial Bancgroup as of Q3 2026.

Based on HHM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.