Mount Yale Investment Advisors’s Chain Bridge Bancorp CBNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$647K Buy
+18,545
New +$648K 0.02% 634
2025
Q3
Sell
-2,040
Closed -$52.6K 1669
2025
Q2
$52.6K Buy
+2,040
New +$51.3K ﹤0.01% 807

Other funds holding CBNA

Mount Yale Investment Advisors's CBNA Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Chain Bridge Bancorp (CBNA) in Q1 2026: 18,545 shares worth $647K. The stake represents 0.02% of the portfolio and ranks #634 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CBNA as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in CBNA in Q2 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold CBNA as of Q1 2026.

  • Mount Yale Investment Advisors held 18,545 shares of Chain Bridge Bancorp worth $647K as of Q1 2026.
  • Chain Bridge Bancorp was a new Mount Yale Investment Advisors position in Q1 2026.
  • Chain Bridge Bancorp made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #634 holding.
  • Mount Yale Investment Advisors first reported a position in Chain Bridge Bancorp in Q2 2025 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Chain Bridge Bancorp as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.