Root Financial Partners
CBK icon

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
Q3 		$627 Buy
+20
New +$674 ﹤0.01% 3137
2026
Q2 		– Sell
-13
Closed -$338 – 3454
2026
Q1 		$338 Buy
+13
New +$333 ﹤0.01% 2991

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Polaris Capital Management
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Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners's CBK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Commercial Bancgroup (CBK) in Q3 2026: 20 shares worth $627. The stake represents ﹤0.01% of the portfolio and ranks #3137 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CBK as recently as Q1 2026.

Root Financial Partners first reported a position in CBK in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold CBK as of Q3 2026.

  • Root Financial Partners held 20 shares of Commercial Bancgroup worth $627 as of Q3 2026.
  • Commercial Bancgroup was a new Root Financial Partners position in Q3 2026.
  • Commercial Bancgroup made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3137 holding.
  • Root Financial Partners first reported a position in Commercial Bancgroup in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Commercial Bancgroup as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.