SFA
CBC

Sequoia Financial Advisors’s Central Bancompany Inc CBC Stock Holding History

Sequoia Financial Advisors’s Portfolio CBC Stock Details CBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.33M Buy
76,582
+1,582
+2% +$43K 0.01% 578
2026
Q1 		$1.8M Hold
75,000
– – 0.01% 646
2025
Q4 		$1.81M Buy
+75,000
New +$1.76M 0.01% 614

Other funds holding CBC

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sequoia Financial Advisors's CBC Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Central Bancompany Inc (CBC) stake by 2.1% in Q2 2026, buying an estimated $43K and bringing the position to 76,582 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #578.

Sequoia Financial Advisors first reported a position in CBC in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold CBC as of Q2 2026.

  • Sequoia Financial Advisors held 76,582 shares of Central Bancompany Inc worth $2.33M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,582 Central Bancompany Inc shares in Q2 2026, an estimated $43K.
  • Central Bancompany Inc made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #578 holding.
  • Sequoia Financial Advisors first reported a position in Central Bancompany Inc in Q4 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held Central Bancompany Inc as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.