TWD
CBK

True Wealth Design’s Commercial Bancgroup CBK Stock Holding History

True Wealth Design’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
-1
Closed -$27 – 2940
2026
Q1 		$27 Buy
+1
New +$26 ﹤0.01% 2622

Other funds holding CBK

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's CBK Position: Q2 2026 in Review

True Wealth Design sold out of Commercial Bancgroup (CBK) in Q2 2026, closing a stake of 1 share — an estimated $27 sold.

True Wealth Design first reported a position in CBK in Q1 2026 and held it in 1 quarter. The position peaked at $27 in Q1 2026. 5 funds tracked by Wall St. Rank hold CBK as of Q2 2026.

  • True Wealth Design reported no remaining Commercial Bancgroup position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 1 Commercial Bancgroup share in Q2 2026, an estimated $27.
  • True Wealth Design first reported a position in Commercial Bancgroup in Q1 2026 and held it in 1 quarter.
  • True Wealth Design's Commercial Bancgroup position peaked at $27 in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Commercial Bancgroup as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.