JTBR
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James T. Borello RIA’s Central Bancompany Inc CBC Stock Holding History

James T. Borello RIA’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
Q3 		$31 Buy
+1
New +$32 ﹤0.01% 1275

Other funds holding CBC

Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

James T. Borello RIA's CBC Position: Q3 2026 in Review

James T. Borello RIA opened a new position in Central Bancompany Inc (CBC) in Q3 2026: 1 share worth $31. The stake represents ﹤0.01% of the portfolio and ranks #1275 among its holdings.

9 funds tracked by Wall St. Rank hold CBC as of Q3 2026.

  • James T. Borello RIA held 1 share of Central Bancompany Inc worth $31 as of Q3 2026.
  • Central Bancompany Inc was a new James T. Borello RIA position in Q3 2026.
  • Central Bancompany Inc made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1275 holding.
  • 9 funds tracked by Wall St. Rank held Central Bancompany Inc as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.