MYIA
CBNA

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

Mount Yale Investment 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 		$780K Hold
18,545
– – 0.01% 655
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

HIFS
Hingham Institution for Savings Hingham, Massachusetts $134M AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
GCM
Gator Capital Management Tampa, Florida $477M AUM 48.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BCM
Beartown Capital Management Huntington Woods, Michigan $227M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mount Yale Investment Advisors's CBNA Position: Q2 2026 in Review

Mount Yale Investment Advisors held its Chain Bridge Bancorp (CBNA) position steady in Q2 2026 at 18,545 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #655.

Mount Yale Investment Advisors first reported a position in CBNA in Q2 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold CBNA as of Q2 2026.

  • Mount Yale Investment Advisors held 18,545 shares of Chain Bridge Bancorp worth $780K as of Q2 2026.
  • Mount Yale Investment Advisors left its Chain Bridge Bancorp share count unchanged in Q2 2026.
  • Chain Bridge Bancorp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #655 holding.
  • Mount Yale Investment Advisors first reported a position in Chain Bridge Bancorp in Q2 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Chain Bridge Bancorp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.