This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CBAN/capital-change-brief"
Use Arkolith's capital_change_brief for CBAN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fourthstone LLC | $41.2M | 2.1M | ▲+21% Added · +354K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $39.2M | 2.0M | ▲+8.2% Added · +148K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $19.1M | 959K | ▲New +959K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $14.7M | 738K | ▲+2.1% Added · +15K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $9.5M | 477K | ▲+24% Added · +91K sh | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $8.8M | 442K | ▲+27% Added · +93K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $7.1M | 357K | ▲+12% Added · +38K sh | Q1 2026 | |
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5.4M | 271K | ▼−1.2% Reduced · −3K sh | Q1 2026 | |
| 9 | Hillsdale Investment Management Inc. | $5.0M | 250K | ▲+4.6% Added · +11K sh | Q1 2026 | |
| 10 | TWO SIGMA INVESTMENTS, LP | $4.8M | 241K | ▲+98% Added · +119K sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $3.9M | 197K | ▲+18% Added · +30K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $3.4M | 168K | ▼−0.3% Reduced · −512 sh | Q1 2026 | |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.0M | 152K | ▲+4.4% Added · +6K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $3.0M | 149K | ▲+62% Added · +57K sh | Q1 2026 | |
| 15 | VANGUARD FIDUCIARY TRUST CO | $2.8M | 139K | ▲New +139K sh | Q1 2026 | |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.4M | 119K | ▲New +119K sh | Q1 2026 | |
| 17 | RENAISSANCE TECHNOLOGIES LLC | $2.1M | 105K | ▲+10% Added · +10K sh | Q1 2026 | |
| 18 | Empowered Funds, LLC | $1.4M | 72K | ▲+7.4% Added · +5K sh | Q1 2026 | |
| 19 | Curated Wealth Partners LLC | $70K | 70K | ▲New +70K sh | Q2 2026 | |
| 20 | Quantinno Capital Management LP | $1.3M | 65K | ▲+67% Added · +26K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $1.2M | 60K | ▲+6.3% Added · +4K sh | Q1 2026 | |
| 22 | ALLIANCEBERNSTEIN L.P. | $1.1M | 59K | ▼−77% Reduced · −198K sh | Q1 2026 | |
| 23 | BARCLAYS PLC | $1.2M | 58K | ▼−19% Reduced · −14K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.2M | 58K | ▲+16% Added · +8K sh | Q1 2026 | |
| 25 | Allen Mooney & Barnes Investment Advisors LLC | $1.2M | 58K | ▲+2.6% Added · +1K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Downing Scott Lowell | Director | Grant (A) | 990 | — |
| Jul 1, 2026 | Fountain T Heath | President and CEO, Director | Grant (A) | 11K | — |
| Jul 1, 2026 | Hollingsworth Audrey | Director | Grant (A) | 990 | — |
| Jul 1, 2026 | Schmitt Brian D | Executive Vice Chairman, Director | Grant (A) | 990 | — |
| Jul 1, 2026 | Reed Matthew D. | Director | Grant (A) | 990 | — |
| Jul 1, 2026 | Mowry Meagan M. | Director | Grant (A) | 990 | — |
| Jul 1, 2026 | Massee Mark H | Director | Grant (A) | 990 | — |
| Jul 1, 2026 | Bagwell Lee | Executive VP | Grant (A) | 2K | — |
| Jul 1, 2026 | Bateman Leonard H JR | EVP & Chief Credit Officer | Grant (A) | 3K | — |
| Jul 1, 2026 | Dockery Kimberly C. | Chief of Staff, EVP | Grant (A) | 3K | — |
| Jul 1, 2026 | Canup Edward G | CHIEF BANKING OFFICER | Grant (A) | 3K | — |
| Jul 1, 2026 | Senn Laurie | CHIEF ADMINISTRATIVE OFFICER | Grant (A) | 2K | — |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 35 funds | $13.5B |
| ALPHABET INC-CL AGOOGL | 35 funds | $9.5B |
| RTX CORPRTX | 35 funds | $1.7B |
| NVIDIA CORPNVDA | 34 funds | $19.5B |
| APPLE INCAAPL | 34 funds | $17.2B |
| AMAZON.COM INCAMZN | 34 funds | $9.9B |
| ALPHABET INC-CL CGOOG | 34 funds | $6.5B |
| META PLATFORMS INC-CLASS AMETA | 34 funds | $5.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 34 funds | $4.0B |
| ELI LILLY & COLLY | 34 funds | $3.9B |
| TESLA INCTSLA | 34 funds | $3.5B |
| COSTCO WHOLESALE CORPCOST | 34 funds | $3.1B |
Ranked by how many of CBAN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CBAN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.