United Capital Financial Advisors’s Central Bancompany Inc CBC Stock Holding History

United Capital 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	$226K	Buy	+7,449	New	+$202K	﹤0.01%	1496

Other funds holding CBC

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

United Capital Financial Advisors's CBC Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Central Bancompany Inc (CBC) in Q2 2026: 7,449 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1496 among its holdings.

144 funds tracked by Wall St. Rank hold CBC as of Q2 2026.

United Capital Financial Advisors held 7,449 shares of Central Bancompany Inc worth $226K as of Q2 2026.
Central Bancompany Inc was a new United Capital Financial Advisors position in Q2 2026.
Central Bancompany Inc made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1496 holding.
144 funds tracked by Wall St. Rank held Central Bancompany Inc as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.