IFS Advisors’s Central Bancompany Inc CBC Stock Holding History

IFS Advisors’s Portfolio CBC Stock Details CBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$35.5K	Hold	1,135	–	–	0.01%	219
2026 Q2	$34.5K	Hold	1,135	–	–	0.02%	71
2026 Q1	$27.2K	Buy	+1,135	New	+$27.5K	0.01%	71

Other funds holding CBC

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

OCWP

Owl Creek Wealth Partners Denver, Colorado $355M AUM

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

JTBR

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

IFS Advisors's CBC Position: Q3 2026 in Review

IFS Advisors held its Central Bancompany Inc (CBC) position steady in Q3 2026 at 1,135 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #219.

IFS Advisors first reported a position in CBC in Q1 2026 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold CBC as of Q3 2026.

IFS Advisors held 1,135 shares of Central Bancompany Inc worth $35.5K as of Q3 2026.
IFS Advisors left its Central Bancompany Inc share count unchanged in Q3 2026.
Central Bancompany Inc made up 0.01% of IFS Advisors's portfolio in Q3 2026, its #219 holding.
IFS Advisors first reported a position in Central Bancompany Inc in Q1 2026 and has held it in 3 quarters since.
10 funds tracked by Wall St. Rank held Central Bancompany Inc as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.