| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $25.3M | 1.0M | ▼−9.8% Reduced · −112K sh | Q1 2026 | |
| 2 | T. Rowe Price Investment Management, Inc. | Withheld | 858K | ▲+8.1% Added · +64K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $12.6M | 486K | ▲+17% Added · +72K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $8.6M | 329K | ▲New +329K sh | Q1 2026 | |
| 5 | MENDON CAPITAL ADVISORS CORP | $8.2M | 316K | ▼−16% Reduced · −59K sh | Q1 2026 | |
| 6 | Curi Capital, LLC | $7.5M | 290K | ▼−19% Reduced · −67K sh | Q1 2026 | |
| 7 | JACOBS ASSET MANAGEMENT, LLC | $7.2M | 278K | ▼−13% Reduced · −42K sh | Q1 2026 | |
| 8 | COMMUNITY TRUST & INVESTMENT CO | $4.9M | 186K | ▼−50% Reduced · −187K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $4.4M | 169K | ▲+23% Added · +32K sh | Q1 2026 | |
| 10 | TCW GROUP INC | $3.9M | 152K | ▲+1.2% Added · +2K sh | Q1 2026 | |
| 11 | MALTESE CAPITAL MANAGEMENT LLC | $3.6M | 137K | ▼−13% Reduced · −21K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $2.9M | 110K | ▲+31% Added · +26K sh | Q1 2026 | |
| 13 | FRANKLIN RESOURCES INC | $2.5M | 98K | ▼−0.3% Reduced · −300 sh | Q1 2026 | |
| 14 | STATE STREET CORP | $2.4M | 92K | ▲+59% Added · +34K sh | Q1 2026 | |
| 15 | KENNEDY CAPITAL MANAGEMENT LLC | $1.8M | 70K | ▼−53% Reduced · −80K sh | Q1 2026 | |
| 16 | AMERICAN CENTURY COMPANIES INC | $1.5M | 56K | ▲New +56K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $1.4M | 53K | ▲+150% Added · +32K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $1.3M | 51K | ▲+6.7% Added · +3K sh | Q1 2026 | |
| 19 | SEI INVESTMENTS CO | $1.3M | 48K | ▲+93% Added · +23K sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $1.2M | 46K | ▲New +46K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $1.1M | 44K | ▲+427% Added · +35K sh | Q1 2026 | |
| 22 | Russell Investments Group, Ltd. | $1.1M | 43K | ▼−19% Reduced · −10K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $1.1M | 42K | —Held | Q1 2026 | |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0M | 40K | ▲New +40K sh | Q1 2026 | |
| 25 | VICTORY CAPITAL MANAGEMENT INC | $963K | 37K | —Held | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 11 funds | $6.5B |
| APPLE INCAAPL | 11 funds | $4.7B |
| MICROSOFT CORPMSFT | 11 funds | $3.5B |
| AMAZON.COM INCAMZN | 11 funds | $3.4B |
| ALPHABET INC-CL AGOOGL | 11 funds | $2.3B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $2.0B |
| ALPHABET INC-CL CGOOG | 11 funds | $1.8B |
| TESLA INCTSLA | 11 funds | $1.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $1.4B |
| COSTCO WHOLESALE CORPCOST | 11 funds | $987.1M |
| ELI LILLY & COLLY | 11 funds | $914.9M |
| HOME DEPOT INCHD | 11 funds | $876.2M |
Ranked by how many of CBK's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 30, 2026 | Metheny Philip J. | EVP, Chief Financial Officer | Buy (P) | 3K | $96K |
| Jan 30, 2026 | Robertson John Adam | Executive Chairperson, Director, 10% Owner | Buy (P) | 266 | $7K |
| Jan 28, 2026 | Robertson Dennis Michael | Director | Buy (P) | 450 | $12K |
| Nov 21, 2025 | Metheny Philip J. | EVP, Chief Financial Officer | Buy (P) | 4K | $100K |
| Oct 6, 2025 | Robertson Dennis Michael | Director | Buy (P) | 100 | $2K |
| Oct 3, 2025 | Unified Shares LLC | 10% Owner | Sell (S) | 1.8M | $41.5M |
| Oct 3, 2025 | Robertson Dennis Michael | Director | Sell (S) | 28K | $658K |
| Oct 3, 2025 | Spurlock Martha S. | Director, 10% Owner | Sell (S) | 1.8M | $41.5M |
| Oct 3, 2025 | Spurlock Martha S. | Director, 10% Owner | Sell (S) | 125K | $2.9M |
| Oct 3, 2025 | Robertson John Adam | Executive Chairperson, Director, 10% Owner | Sell (S) | 60K | $1.4M |
| Oct 3, 2025 | Robertson John Adam | Executive Chairperson, Director, 10% Owner | Sell (S) | 2.9M | $67.1M |
| Oct 3, 2025 | Robertson Holding Company, L.P. | 10% Owner | Sell (S) | 2.9M | $67.1M |
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/CBK/capital-change-brief"
Use Arkolith's capital_change_brief for CBK. 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 CBK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.