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Institutional Ownership · SEC Form 13F

Who owns Commercial Bancgroup, Inc. Common Stock (CBK)


Which tracked institutional funds hold CBK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CBK company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

96
Institutional holders
6M
Shares held (tracked funds)
47.4%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on CBK is one-sided between 2026-Q1 and 2026-Q2: 41 added or opened and 11 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

CBK’s largest tracked holder by dollar value, T. Rowe Price Investment Management, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in CBK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 96 tracked filers holding CBK, 59 increased or opened the position and 29 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in CBK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 5

  • MACKENZIE FINANCIAL CORP$4M
  • Voleon Capital Management LP$1M
  • MARSHALL WACE, LLP$715K
  • BANK OF AMERICA CORP /DE/$649K
  • Trexquant Investment LP$601K

Full exits 2

  • T. Rowe Price Investment Management, Inc.$22M
  • GSA CAPITAL PARTNERS LLP$968K

Largest adds

  • BlackRock, Inc.$9M
  • AMERICAN CENTURY COMPANIES INC$3M
  • GEODE CAPITAL MANAGEMENT, LLC$2M
  • VANGUARD CAPITAL MANAGEMENT LLC$2M
  • JPMORGAN CHASE & CO$2M
  • MORGAN STANLEY$2M

Largest trims

  • JBF Capital, Inc.$4M
  • ALLIANCEBERNSTEIN L.P.$3M
  • JACOBS ASSET MANAGEMENT, LLC$3M
  • MENDON CAPITAL ADVISORS CORP$1M
  • Curi Capital, LLC$1M
  • SEI INVESTMENTS CO$568K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
ALLIANCEBERNSTEIN L.P. trimmed852,885$22M9.3%2026-Q2
BlackRock, Inc. added670,950$22M9.1%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added331,598$11M4.5%2026-Q2
Petiole USA ltd291,014$9M3.9%2026-Q2
RAFFLES ASSOCIATES LP trimmed233,110$8M3.2%2026-Q2
Pacific Ridge Capital Partners, LLC trimmed223,763$7M3.0%2026-Q2
MENDON CAPITAL ADVISORS CORP trimmed213,668$7M2.9%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added209,839$7M2.8%2026-Q2
Curi Capital, LLC trimmed195,622$6M2.6%2026-Q2
COMMUNITY TRUST & INVESTMENT CO186,499$6M2.5%2026-Q2
TCW GROUP INC151,792$5M2.1%2026-Q2
JACOBS ASSET MANAGEMENT, LLC trimmed135,000$4M1.8%2026-Q2
Siena Capital Partners GP, LLC133,664$4M1.8%2026-Q2
Gator Capital Management, LLC added129,375$4M1.8%2026-Q2
AMERICAN CENTURY COMPANIES INC added127,934$4M1.7%2026-Q2
STATE STREET CORP added127,873$4M1.7%2026-Q2
MALTESE CAPITAL MANAGEMENT LLC trimmed125,000$4M1.7%2026-Q2
Cravens & Co Advisors, LLC124,542$4M1.7%2026-Q2
EJF Capital LP trimmed119,725$4M1.6%2026-Q2
TWO SIGMA INVESTMENTS, LP added113,783$4M1.5%2026-Q2
MACKENZIE FINANCIAL CORP new110,748$4M1.5%2026-Q2
Phocas Financial Corp. trimmed108,869$4M1.5%2026-Q2
Polaris Capital Management, LLC added95,100$3M1.3%2026-Q2
MORGAN STANLEY added93,758$3M1.3%2026-Q2
FRANKLIN RESOURCES INC trimmed90,432$3M1.2%2026-Q2
JBF Capital, Inc. trimmed85,129$3M1.2%2026-Q2
GOLDMAN SACHS GROUP INC added79,498$3M1.1%2026-Q2
NORTHERN TRUST CORP added64,113$2M0.9%2026-Q2
Rosenthal | Henry Capital Advisors, Inc.62,500$2M0.8%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added62,235$2M0.8%2026-Q2
JPMORGAN CHASE & CO added60,177$2M0.8%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added57,814$2M0.8%2026-Q2
Nuveen, LLC added53,641$2M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO added48,333$2M0.7%2026-Q2
KENNEDY CAPITAL MANAGEMENT LLC trimmed46,120$1M0.6%2026-Q2
RAYMOND JAMES FINANCIAL INC41,665$1M0.6%2026-Q2
Russell Investments Group, Ltd. trimmed40,900$1M0.6%2026-Q2
Voleon Capital Management LP new39,889$1M0.5%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added38,450$1M0.5%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added37,200$1M0.5%2026-Q2
PDT Partners, LLC added31,170$1M0.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added25,523$824K0.3%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added24,252$783K0.3%2026-Q2
Bank of New York Mellon Corp added22,782$736K0.3%2026-Q2
FMR LLC added22,334$721K0.3%2026-Q2
MARSHALL WACE, LLP new22,140$715K0.3%2026-Q2
Daytona Street Capital LLC added21,500$712K0.3%2026-Q2
SEI INVESTMENTS CO trimmed21,413$691K0.3%2026-Q2
BANK OF AMERICA CORP /DE/ added20,104$649K0.3%2026-Q2
Penn Capital Management Company, LLC trimmed19,378$626K0.3%2026-Q2
Ballast, Inc.18,975$613K0.3%2026-Q2
Trexquant Investment LP new18,603$601K0.3%2026-Q2
BARCLAYS PLC trimmed17,833$576K0.2%2026-Q2
MAI Capital Management added17,704$572K0.2%2026-Q2
OCCUDO QUANTITATIVE STRATEGIES LP added16,085$519K0.2%2026-Q2
XTX Topco Ltd new14,854$480K0.2%2026-Q2
MILLENNIUM MANAGEMENT LLC added14,387$465K0.2%2026-Q2
ELCO Management Co., LLC trimmed13,686$442K0.2%2026-Q2
Squarepoint Ops LLC new13,174$425K0.2%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed12,703$410K0.2%2026-Q2
Brevan Howard Capital Management LP new9,538$308K0.1%2026-Q2
CITADEL ADVISORS LLC added9,120$294K0.1%2026-Q2
DEUTSCHE BANK AG\ added8,436$272K0.1%2026-Q2
RHUMBLINE ADVISERS added8,223$266K0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC new8,136$263K0.1%2026-Q2
CITIGROUP INC added7,567$244K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added7,236$234K0.1%2026-Q2
UBS Group AG added7,032$227K0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ new6,604$214K0.1%2026-Q2
MetLife Investment Management, LLC added4,738$153K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added3,979$128K0.1%2026-Q2
Police & Firemen's Retirement System of New Jersey added3,259$105K0.0%2026-Q2
Vanguard Global Advisers, LLC2,782$90K0.0%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC new2,506$81K0.0%2026-Q2
Legal & General Group Plc added847$27K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed718$23K0.0%2026-Q2
Ameritas Investment Partners, Inc.560$18K0.0%2026-Q2
BARROW HANLEY MEWHINNEY & STRAUSS LLC new457$15K0.0%2026-Q2
ROYAL BANK OF CANADA added324$10K0.0%2026-Q2
Sterling Capital Management LLC trimmed174$6K0.0%2026-Q2
HHM Wealth Advisors, LLC111$4K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed97$3K0.0%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC65$2K0.0%2026-Q2
Rialto Wealth Management, LLC35$1K0.0%2026-Q2
Arax Advisory Partners new33$1K0.0%2026-Q2
Allworth Financial LP added25$8080.0%2026-Q2
Integrated Wealth Concepts LLC new20$6470.0%2026-Q2
Bare Financial Services, Inc20$6460.0%2026-Q2
Essential Partners LLC new7$2260.0%2026-Q2
EverSource Wealth Advisors, LLC trimmed7$2260.0%2026-Q2
GAMMA Investing LLC7$2260.0%2026-Q2
Farther Finance Advisors, LLC new4$1290.0%2026-Q2
ROTHSCHILD INVESTMENT LLC new4$1290.0%2026-Q2
SJS Investment Consulting Inc. new1$330.0%2026-Q2
Caitong International Asset Management Co., Ltd new1$320.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC new1$320.0%2026-Q2
T. Rowe Price Investment Management, Inc. added857,535$22M9.4%2026-Q1 stale (1 quarter behind)
GSA CAPITAL PARTNERS LLP new37,196$968K0.4%2026-Q1 stale (1 quarter behind)
VANGUARD GROUP INC new416,721$10M4.3%2025-Q4 stale (2 quarters behind)
TWO SIGMA ADVISERS, LP new24,300$597K0.3%2025-Q4 stale (2 quarters behind)

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership