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CBK

Root Financial Partners’s Commercial Bancgroup CBK Stock Holding History

Root Financial Partners’s Portfolio CBK Stock Details CBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13
Closed -$338 – 3454
2026
Q1 		$338 Buy
+13
New +$333 ﹤0.01% 2991

Other funds holding CBK

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 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
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Root Financial Partners's CBK Position: Q2 2026 in Review

Root Financial Partners sold out of Commercial Bancgroup (CBK) in Q2 2026, closing a stake of 13 shares — an estimated $338 sold.

Root Financial Partners first reported a position in CBK in Q1 2026 and held it in 1 quarter. The position peaked at $338 in Q1 2026. 13 funds tracked by Wall St. Rank hold CBK as of Q2 2026.

  • Root Financial Partners reported no remaining Commercial Bancgroup position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 13 Commercial Bancgroup shares in Q2 2026, an estimated $338.
  • Root Financial Partners first reported a position in Commercial Bancgroup in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Commercial Bancgroup position peaked at $338 in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Commercial Bancgroup as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.