RWB
CBNA

RMR Wealth Builders’s Chain Bridge Bancorp CBNA Stock Holding History

RMR Wealth Builders’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 		$1.63M Hold
38,710
– – 0.1% 100
2026
Q1 		$1.35M Hold
38,710
– – 0.11% 100
2025
Q4 		$1.34M Buy
+38,710
New +$1.25M 0.11% 100

Other funds holding CBNA

HIFS
Hingham Institution for Savings Hingham, Massachusetts $134M AUM
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

RMR Wealth Builders's CBNA Position: Q2 2026 in Review

RMR Wealth Builders held its Chain Bridge Bancorp (CBNA) position steady in Q2 2026 at 38,710 shares worth $1.63M. The position accounts for 0.1% of the portfolio, ranked #100.

RMR Wealth Builders first reported a position in CBNA in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold CBNA as of Q2 2026.

  • RMR Wealth Builders held 38,710 shares of Chain Bridge Bancorp worth $1.63M as of Q2 2026.
  • RMR Wealth Builders left its Chain Bridge Bancorp share count unchanged in Q2 2026.
  • Chain Bridge Bancorp made up 0.1% of RMR Wealth Builders's portfolio in Q2 2026, its #100 holding.
  • RMR Wealth Builders first reported a position in Chain Bridge Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Chain Bridge Bancorp as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.