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Institutional Ownership · SEC Form 13F

Who owns CBK (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

81
Institutional holders
7,213,436
Shares held (tracked funds)
52.7%
Of shares outstanding

How the tape is positioned

21 tracked funds added or opened CBK while 10 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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, ALLIANCEBERNSTEIN L.P., 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 2025-Q4 and 2026-Q1, across 81 tracked filers holding CBK, 48 increased or opened the position and 31 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 2025-Q4 and 2026-Q1 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 8

  • VANGUARD CAPITAL MANAGEMENT LLC$9M
  • Gator Capital Management, LLC$3M
  • Cravens & Co Advisors, LLC$3M
  • AMERICAN CENTURY COMPANIES INC$1M
  • VANGUARD FIDUCIARY TRUST CO$1M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$1M

Full exits 2

  • VANGUARD GROUP INC$10M
  • TWO SIGMA ADVISERS, LP$597K

Largest adds

  • T. Rowe Price Investment Management, Inc.$14M
  • BlackRock, Inc.$2M
  • Pacific Ridge Capital Partners, LLC$2M
  • GEODE CAPITAL MANAGEMENT, LLC$1M
  • STATE STREET CORP$973K
  • MORGAN STANLEY$932K

Largest trims

  • COMMUNITY TRUST & INVESTMENT CO$4M
  • ALLIANCEBERNSTEIN L.P.$3M
  • KENNEDY CAPITAL MANAGEMENT LLC$2M
  • Curi Capital, LLC$1M
  • MENDON CAPITAL ADVISORS CORP$993K
  • Phocas Financial Corp.$625K

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. trimmed1,029,526$25M12.8%2026-Q1
T. Rowe Price Investment Management, Inc. added857,535$22M11.3%2026-Q1
BlackRock, Inc. added485,696$13M6.4%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new329,447$9M4.3%2026-Q1
MENDON CAPITAL ADVISORS CORP trimmed315,633$8M4.2%2026-Q1
Petiole USA ltd trimmed291,014$8M3.8%2026-Q1
Curi Capital, LLC trimmed289,649$8M3.8%2026-Q1
JACOBS ASSET MANAGEMENT, LLC trimmed278,454$7M3.7%2026-Q1
JBF Capital, Inc.250,000$7M3.3%2026-Q1
RAFFLES ASSOCIATES LP trimmed248,258$6M3.3%2026-Q1
Pacific Ridge Capital Partners, LLC added225,506$6M3.0%2026-Q1
COMMUNITY TRUST & INVESTMENT CO trimmed186,499$5M2.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added168,893$4M2.2%2026-Q1
EJF Capital LP trimmed159,107$4M2.1%2026-Q1
TCW GROUP INC added151,792$4M2.0%2026-Q1
MALTESE CAPITAL MANAGEMENT LLC trimmed137,000$4M1.8%2026-Q1
Siena Capital Partners GP, LLC133,664$3M1.8%2026-Q1
Gator Capital Management, LLC new126,560$3M1.7%2026-Q1
Cravens & Co Advisors, LLC new124,542$3M1.6%2026-Q1
Phocas Financial Corp. trimmed114,595$3M1.5%2026-Q1
TWO SIGMA INVESTMENTS, LP added109,734$3M1.4%2026-Q1
FRANKLIN RESOURCES INC trimmed97,633$3M1.3%2026-Q1
STATE STREET CORP added92,278$2M1.2%2026-Q1
Polaris Capital Management, LLC trimmed70,400$2M0.9%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC trimmed70,153$2M0.9%2026-Q1
Rosenthal | Henry Capital Advisors, Inc.62,500$2M0.8%2026-Q1
AMERICAN CENTURY COMPANIES INC new55,787$1M0.7%2026-Q1
GOLDMAN SACHS GROUP INC added53,250$1M0.7%2026-Q1
NORTHERN TRUST CORP added50,810$1M0.7%2026-Q1
SEI INVESTMENTS CO added48,414$1M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new45,700$1M0.6%2026-Q1
MORGAN STANLEY added43,628$1M0.6%2026-Q1
Russell Investments Group, Ltd. trimmed43,354$1M0.6%2026-Q1
RAYMOND JAMES FINANCIAL INC41,665$1M0.5%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new39,931$1M0.5%2026-Q1
GSA CAPITAL PARTNERS LLP new37,196$968K0.5%2026-Q1
VICTORY CAPITAL MANAGEMENT INC37,000$963K0.5%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. new35,825$932K0.5%2026-Q1
Penn Capital Management Company, LLC trimmed24,552$639K0.3%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added21,052$548K0.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed20,928$545K0.3%2026-Q1
Ballast, Inc.18,975$494K0.2%2026-Q1
BARCLAYS PLC added18,280$476K0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added18,273$475K0.2%2026-Q1
MAI Capital Management added17,689$460K0.2%2026-Q1
ELCO Management Co., LLC trimmed17,189$447K0.2%2026-Q1
Daytona Street Capital LLC15,500$420K0.2%2026-Q1
Bank of New York Mellon Corp added15,859$413K0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC added12,690$330K0.2%2026-Q1
PDT Partners, LLC new10,117$263K0.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added9,800$255K0.1%2026-Q1
OCCUDO QUANTITATIVE STRATEGIES LP new8,553$248K0.1%2026-Q1
Nuveen, LLC new8,696$226K0.1%2026-Q1
RHUMBLINE ADVISERS added5,327$139K0.1%2026-Q1
MetLife Investment Management, LLC4,202$109K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added3,294$86K0.0%2026-Q1
JPMORGAN CHASE & CO added2,805$73K0.0%2026-Q1
Vanguard Global Advisers, LLC new2,782$72K0.0%2026-Q1
State of Wyoming new2,763$72K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed2,597$68K0.0%2026-Q1
DEUTSCHE BANK AG\ new2,454$64K0.0%2026-Q1
Tower Research Capital LLC (TRC) added2,181$57K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey1,858$48K0.0%2026-Q1
UBS Group AG added1,780$46K0.0%2026-Q1
CITIGROUP INC added1,644$43K0.0%2026-Q1
EverSource Wealth Advisors, LLC new256$16K0.0%2026-Q1
Legal & General Group Plc614$16K0.0%2026-Q1
STRS OHIO trimmed600$16K0.0%2026-Q1
Ameritas Investment Partners, Inc.560$15K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed374$10K0.0%2026-Q1
Sterling Capital Management LLC trimmed206$5K0.0%2026-Q1
HHM Wealth Advisors, LLC new111$3K0.0%2026-Q1
CWM, LLC new78$2K0.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new65$2K0.0%2026-Q1
Rialto Wealth Management, LLC new35$9110.0%2026-Q1
Bare Financial Services, Inc new20$5200.0%2026-Q1
FMR LLC trimmed18$4680.0%2026-Q1
Root Financial Partners, LLC new13$3380.0%2026-Q1
Allworth Financial LP new10$2610.0%2026-Q1
GAMMA Investing LLC new7$1820.0%2026-Q1
True Wealth Design, LLC new1$270.0%2026-Q1
VANGUARD GROUP INC new416,721$10M5.2%2025-Q4 stale
TWO SIGMA ADVISERS, LP new24,300$597K0.3%2025-Q4 stale
CITADEL ADVISORS LLC new8,899$219K0.1%2025-Q4 stale
SG Americas Securities, LLC new6,244$153K0.1%2025-Q4 stale
State of Tennessee, Department of Treasury new5,500$145K0.1%2025-Q4 stale
BANK OF AMERICA CORP /DE/ new4,552$112K0.1%2025-Q4 stale
Quarry LP new438$11K0.0%2025-Q4 stale
ROYAL BANK OF CANADA new280$7K0.0%2025-Q4 stale
AMALGAMATED BANK new217$5K0.0%2025-Q4 stale

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