70 tracked 13F filers disclose a position in CBFV as of the latest SEC 13F filings, a combined $56.0M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $8.9M | 254K | ▲+1.6% Added · +4K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $8.7M | 253K | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $6.6M | 194K | →First observed position No prior filed position | Q1 2026 | |
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5.3M | 156K | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $3.6M | 105K | ▼−0.8% Reduced · −852 sh | Q1 2026 | |
| 6 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.3M | 66K | ▼−2.9% Reduced · −2K sh | Q1 2026 | |
| 7 | Waldron Private Wealth LLC | $2.3M | 60K | —Held | Q2 2026 | |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $1.9M | 56K | ▼−2.2% Reduced · −1K sh | Q1 2026 | |
| 9 | Curated Wealth Partners LLC | $59K | 50K | ▲New +50K sh | Q2 2026 | |
| 10 | STATE STREET CORP | $1.7M | 50K | ▼−1.7% Reduced · −872 sh | Q1 2026 | |
| 11 | Empowered Funds, LLC | $1.3M | 37K | —Held | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $1.2M | 36K | ▼−1.2% Reduced · −455 sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $1.2M | 34K | ▲+5.8% Added · +2K sh | Q1 2026 | |
| 14 | Wilmington Savings Fund Society, FSB | $1.1M | 34K | —Held | Q1 2026 | |
| 15 | VANGUARD FIDUCIARY TRUST CO | $1.1M | 33K | →First observed position No prior filed position | Q1 2026 | |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | $910K | 27K | →First observed position No prior filed position | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $829K | 24K | ▼−2.3% Reduced · −569 sh | Q1 2026 | |
| 18 | SALZHAUER MICHAEL | $716K | 19K | —Held | Q2 2026 | |
| 19 | STIFEL FINANCIAL CORP | $528K | 15K | ▼−0.3% Reduced · −50 sh | Q1 2026 | |
| 20 | AMERICAN CENTURY COMPANIES INC | $498K | 15K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $425K | 12K | ▼−6.4% Reduced · −852 sh | Q1 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $386K | 11K | —Held | Q1 2026 | |
| 23 | HBK Sorce Advisory LLC | $377K | 11K | —Held | Q1 2026 | |
| 24 | Fourthstone LLC | $350K | 10K | ▲+2.4% Added · +239 sh | Q1 2026 | |
| 25 | Curi Capital, LLC | $341K | 10K | ▲New +10K sh | Q1 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.
Last quarter, 3 funds opened a new position in CBFV and 5 added to an existing one, while 9 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 20 funds | $12.5B |
| APPLE INCAAPL | 20 funds | $10.1B |
| MICROSOFT CORPMSFT | 20 funds | $7.8B |
| AMAZON.COM INCAMZN | 20 funds | $6.4B |
| ALPHABET INC-CL AGOOGL | 20 funds | $5.1B |
| BROADCOM INCAVGO | 20 funds | $4.8B |
| ALPHABET INC-CL CGOOG | 20 funds | $4.1B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $3.8B |
| JPMORGAN CHASE & COJPM | 20 funds | $3.1B |
| ELI LILLY & COLLY | 20 funds | $2.3B |
| TESLA INCTSLA | 20 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 20 funds | $2.0B |
Ranked by how many of CBFV's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 5, 2026 | Cobain Stephen | Chief Credit Officer | Sell (S) | 23 | $794 |
| Mar 5, 2026 | Cobain Stephen | Chief Credit Officer | Sell (S) | 50 | $2K |
| Mar 5, 2026 | Cobain Stephen | Chief Credit Officer | Sell (S) | 100 | $3K |
| Mar 5, 2026 | Cobain Stephen | Chief Credit Officer | Sell (S) | 305 | $11K |
| Mar 5, 2026 | Cobain Stephen | Chief Credit Officer | Sell (S) | 1K | $44K |
| Mar 5, 2026 | Cobain Stephen | Chief Credit Officer | Sell (S) | 1 | $35 |
| Mar 5, 2026 | Cobain Stephen | Chief Credit Officer | Sell (S) | 26 | $900 |
| Mar 5, 2026 | Cobain Stephen | Chief Credit Officer | Sell (S) | 2 | $69 |
| Feb 23, 2026 | Cobain Stephen | Chief Credit Officer | Sell (S) | 15 | $507 |
| Feb 23, 2026 | Cobain Stephen | Chief Credit Officer | Sell (S) | 111 | $4K |
| Feb 23, 2026 | Cobain Stephen | Chief Credit Officer | Sell (S) | 14 | $475 |
| Feb 23, 2026 | Engles Amanda L | EVP and CFO | Sell (S) | 6 | $204 |
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/CBFV/capital-change-brief"
Use Arkolith's capital_change_brief for CBFV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CBFV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.