SF
CBC

Summit Financial’s Central Bancompany Inc CBC Stock Holding History

Summit Financial’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
Q1 		$241K Buy
10,078
+11
+0.1% +$266 ﹤0.01% 1280
2025
Q4 		$243K Buy
+10,067
New +$237K ﹤0.01% 1168

Other funds holding CBC

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Financial's CBC Position: Q1 2026 in Review

Summit Financial increased its Central Bancompany Inc (CBC) stake by 0.11% in Q1 2026, buying an estimated $266 and bringing the position to 10,078 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Summit Financial first reported a position in CBC in Q4 2025 and has held it in 2 quarters since. The position peaked at $243K in Q4 2025. 102 funds tracked by Wall St. Rank hold CBC as of Q1 2026.

  • Summit Financial held 10,078 shares of Central Bancompany Inc worth $241K as of Q1 2026.
  • Summit Financial bought 11 Central Bancompany Inc shares in Q1 2026, an estimated $266.
  • Central Bancompany Inc made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1280 holding.
  • Summit Financial first reported a position in Central Bancompany Inc in Q4 2025 and has held it in 2 quarters since.
  • Summit Financial's Central Bancompany Inc position peaked at $243K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Central Bancompany Inc as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.