Among active 13F managers last quarter, 2 opened and 6 added, while 7 reduced; the largest holder to move was AllianceBernstein L.P. (+1.6%). Over the last 180 days, 2 insiders sold and none bought, a net -$93K in open-market trades.
The legs disagree, or only one of them leans.
74 tracked 13F filers disclose a position in CBFV as of the latest SEC 13F filings, a combined $61.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AllianceBernstein L.P. | 254K | $8.9M | ▲+1.6% Added · +4K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 253K | $8.7M | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 194K | $6.6M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 4 | Manufacturers Life Insurance Company, The | 156K | $5.3M | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 5 | Geode Capital Management, LLC | 116K | $4.4M | ▲+10% Added · +11K sh | Q2 2026 | |
| 6 | Bridgeway Capital Management, LLC | 66K | $2.3M | ▼−2.9% Reduced · −2K sh | Q1 2026 | |
| 7 | Waldron Private Wealth LLC | 60K | $2.3M | —Held | Q2 2026 | |
| 8 | Renaissance Technologies LLC | 56K | $1.9M | ▼−2.2% Reduced · −1K sh | Q1 2026 | |
| 9 | State Street Corp | 48K | $1.8M | ▼−2.9% Reduced · −1K sh | Q2 2026 | |
| 10 | Empowered Funds, LLC | 37K | $1.3M | —Held | Q1 2026 | |
| 11 | Dimensional Fund Advisors LP | 36K | $1.2M | ▼−1.2% Reduced · −455 sh | Q1 2026 | |
| 12 | Northern Trust Corp | 34K | $1.2M | ▲+5.8% Added · +2K sh | Q1 2026 | |
| 13 | De Lisle Partners LLP | 34K | $1.3M | —Held | Q2 2026 | |
| 14 | Wilmington Savings Fund Society, FSB | 34K | $1.3M | —Held | Q2 2026 | |
| 15 | S&T Bank | 34K | $1.3M | —Held | Q2 2026 | |
| 16 | Vanguard Fiduciary Trust Co | 33K | $1.1M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 17 | Vanguard Portfolio Management LLC | 27K | $910K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 18 | Goldman Sachs Group Inc | 24K | $829K | ▼−2.3% Reduced · −569 sh | Q1 2026 | |
| 19 | Endeavour Capital Advisors Inc | 24K | $916K | —Held | Q2 2026 | |
| 20 | Salzhauer Michael | 19K | $716K | —Held | Q2 2026 | |
| 21 | Stifel Financial Corp | 15K | $528K | ▼−0.3% Reduced · −50 sh | Q1 2026 | |
| 22 | American Century Companies Inc | 15K | $498K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 23 | Charles Schwab Investment Management Inc | 12K | $425K | ▼−6.4% Reduced · −852 sh | Q1 2026 | |
| 24 | Ameriprise Financial Inc | 11K | $386K | —Held | Q1 2026 | |
| 25 | HBK Sorce Advisory LLC | 11K | $393K | —Held | 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.
Last quarter, 2 funds opened a new position in CBFV and 6 added to an existing one, while 7 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 26 funds | $104.3B |
| Apple IncAAPL | 26 funds | $76.9B |
| Microsoft CorpMSFT | 26 funds | $69.9B |
| Alphabet Inc-CL AGOOGL | 26 funds | $36.9B |
| JPMorgan Chase & CoJPM | 26 funds | $15.5B |
| Visa Inc-Class A SharesV | 26 funds | $15.0B |
| Bank Of America CorpBAC | 26 funds | $6.6B |
| Wells Fargo & CoWFC | 26 funds | $5.8B |
| Morgan StanleyMS | 26 funds | $4.7B |
| Verizon Communications IncVZ | 26 funds | $4.6B |
| Hartford Insurance Group IncHIG | 26 funds | $1.2B |
| Amazon.com IncAMZN | 25 funds | $51.5B |
Ranked by how many of CBFV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CBFV.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 14, 2026 | Swiatek John | Director | Sell (S) | 1K | $37K |
| Aug 14, 2026 | Cobain Stephen | Chief Credit Officer | Sell (S) 3 lots, same day | 2K | $56K |
| Mar 5, 2026 | Cobain Stephen | Chief Credit Officer | Sell (S) 8 lots, same day | 2K | $62K |
| Feb 23, 2026 | Cobain Stephen | Chief Credit Officer | Sell (S) 3 lots, same day | 140 | $5K |
| Feb 23, 2026 | Engles Amanda L | EVP and CFO | Sell (S) 3 lots, same day | 54 | $2K |
| Feb 6, 2026 | Guthrie Charles R. | Director | Sell (S) | 2K | $71K |
| Nov 18, 2025 | Sharp Bruce A. | SEVP & Chief Comm Loan Officer | Buy (P) | 1K | $33K |
| Sep 17, 2025 | George Jennifer L | SEVP and COO | Sell (S) 12 lots, same day | 5K | $167K |
| Jul 30, 2025 | LaCarte John J | Director | Sell (S) 6 lots, same day | 633 | $21K |
| May 28, 2025 | Swiatek John | Director | Buy (P) | 1K | $35K |
| May 13, 2025 | Swiatek John | Director | Sell (S) 2 lots, same day | 3K | $74K |
| Apr 25, 2025 | Swiatek John | Director | Sell (S) 3 lots, same day | 3K | $73K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 15 | 26 | – |
Insiders Form 4 open-market | 0 | 2 | -$93K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CBFV
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 + the live filing stream, joined for CBFV. Filings are public domain, sourced to SEC EDGAR.