IFP Advisors
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IFP Advisors’s Chain Bridge Bancorp CBNA Stock Holding History

IFP 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
Q3 		$92 Hold
2
– – ﹤0.01% 4997
2026
Q2 		$84 Hold
2
– – ﹤0.01% 4979
2026
Q1 		$70 Hold
2
– – ﹤0.01% 4790
2025
Q4 		$69 Buy
+2
New +$65 ﹤0.01% 4660

Other funds holding CBNA

Hingham Institution for Savings
Hingham Institution for Savings Hingham, Massachusetts $134M AUM 17.18% 1-Year Est. Return
Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Silvia McColl Wealth Management
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Covestor
Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return

IFP Advisors's CBNA Position: Q3 2026 in Review

IFP Advisors held its Chain Bridge Bancorp (CBNA) position steady in Q3 2026 at 2 shares worth $92. The position accounts for ﹤0.01% of the portfolio, ranked #4997.

IFP Advisors first reported a position in CBNA in Q4 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold CBNA as of Q3 2026.

  • IFP Advisors held 2 shares of Chain Bridge Bancorp worth $92 as of Q3 2026.
  • IFP Advisors left its Chain Bridge Bancorp share count unchanged in Q3 2026.
  • Chain Bridge Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4997 holding.
  • IFP Advisors first reported a position in Chain Bridge Bancorp in Q4 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held Chain Bridge Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.