RMR Wealth Builders
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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
Q3 		$1.78M Hold
38,710
– – 0.1% 96
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

Hingham Institution for Savings
Hingham Institution for Savings Hingham, Massachusetts $134M AUM 17.18% 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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

RMR Wealth Builders's CBNA Position: Q3 2026 in Review

RMR Wealth Builders held its Chain Bridge Bancorp (CBNA) position steady in Q3 2026 at 38,710 shares worth $1.78M. The position accounts for 0.1% of the portfolio, ranked #96.

RMR Wealth Builders first reported a position in CBNA in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold CBNA as of Q3 2026.

  • RMR Wealth Builders held 38,710 shares of Chain Bridge Bancorp worth $1.78M as of Q3 2026.
  • RMR Wealth Builders left its Chain Bridge Bancorp share count unchanged in Q3 2026.
  • Chain Bridge Bancorp made up 0.1% of RMR Wealth Builders's portfolio in Q3 2026, its #96 holding.
  • RMR Wealth Builders first reported a position in Chain Bridge Bancorp in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Chain Bridge Bancorp as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.