64 tracked 13F filers disclose a position in CBNA as of the latest SEC 13F filings, a combined $59.0M 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 | Hingham Institution for Savings | $14.1M | 334K | ▲+8.3% Added · +26K sh | Q2 2026 | |
| 2 | FJ Capital Management LLC | $12.4M | 294K | —Held | Q2 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $4.3M | 123K | →First observed position No prior filed position | Q1 2026 | |
| 4 | BlackRock, Inc. | $4.2M | 120K | ▼−1.2% Reduced · −1K sh | Q1 2026 | |
| 5 | ENDEAVOUR CAPITAL ADVISORS INC | $3.5M | 83K | —Held | Q2 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $2.8M | 67K | ▲+23% Added · +13K sh | Q2 2026 | |
| 7 | ALLIANCEBERNSTEIN L.P. | $2.3M | 66K | ▲+0.6% Added · +388 sh | Q1 2026 | |
| 8 | RMR Wealth Builders | $1.6M | 39K | —Held | Q2 2026 | |
| 9 | Magnolia Private Wealth, LLC | $1.4M | 33K | —Held | Q2 2026 | |
| 10 | NORTHERN TRUST CORP | $1.1M | 32K | ▲+1.2% Added · +371 sh | Q1 2026 | |
| 11 | STATE STREET CORP | $1.1M | 26K | ▲+36% Added · +7K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | $819K | 23K | ▲New +23K sh | Q1 2026 | |
| 13 | ELEVATION POINT WEALTH PARTNERS, LLC | $780K | 19K | —Held | Q2 2026 | |
| 14 | Chevy Chase Trust Holdings, LLC | $643K | 18K | —Held | Q1 2026 | |
| 15 | Militia Capital Management LLC | $774K | 18K | ▲+8.2% Added · +1K sh | Q2 2026 | |
| 16 | VANGUARD FIDUCIARY TRUST CO | $637K | 18K | →First observed position No prior filed position | Q1 2026 | |
| 17 | Wealthspire Advisors, LLC | $593K | 17K | ▲New +17K sh | Q1 2026 | |
| 18 | Militia Capital Partners, LP | $589K | 17K | —Held | Q4 2025 | |
| 19 | ROYAL BANK OF CANADA | $561K | 16K | ▼−0.3% Reduced · −52 sh | Q1 2026 | |
| 20 | RENAISSANCE TECHNOLOGIES LLC | $530K | 15K | ▲+2.7% Added · +400 sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $483K | 14K | ▲+7.2% Added · +926 sh | Q1 2026 | |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | $444K | 13K | →First observed position No prior filed position | Q1 2026 | |
| 23 | Daytona Street Capital LLC | $422K | 10K | —Held | Q2 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $337K | 10K | ▲+3.1% Added · +293 sh | Q1 2026 | |
| 25 | Quantinno Capital Management LP | $323K | 9K | ▲New +9K 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, 4 funds opened a new position in CBNA and 8 added to an existing one, while 2 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 |
|---|---|---|
| MASTERCARD INC - AMA | 23 funds | $3.0B |
| VISA INC-CLASS A SHARESV | 22 funds | $8.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 22 funds | $3.6B |
| NVIDIA CORPNVDA | 21 funds | $32.9B |
| AMAZON.COM INCAMZN | 21 funds | $17.7B |
| ALPHABET INC-CL CGOOG | 21 funds | $16.4B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $12.2B |
| ELI LILLY & COLLY | 21 funds | $6.9B |
| NETFLIX INCNFLX | 21 funds | $4.3B |
| CSX CORPCSX | 21 funds | $614.9M |
| ELEVANCE HEALTH INCELV | 21 funds | $493.9M |
| MERCADOLIBRE INCMELI | 21 funds | $447.9M |
Ranked by how many of CBNA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 29, 2026 | MARTINELLI MARK | Director | Buy (P) | 400 | $18K |
| Mar 6, 2026 | Basha Leigh-Alexandra | Director | Buy (P) | 400 | $14K |
| Mar 5, 2026 | Pollock James R. | Corporate Development Officer | Buy (P) | 714 | $25K |
| Mar 3, 2026 | Thompson-Byas Benita | Director | Sell (S) | 2K | $71K |
| Nov 18, 2025 | Basha Leigh-Alexandra | Director | Buy (P) | 400 | $12K |
| Nov 11, 2025 | MARTINELLI MARK | Director | Buy (P) | 430 | $12K |
| Aug 29, 2025 | Basha Leigh-Alexandra | Director | Buy (P) | 400 | $12K |
| May 28, 2025 | Friedman Martin S. | 10% Owner | Sell (S) | 32K | $869K |
| Feb 25, 2025 | Friedman Martin S. | 10% Owner | Buy (P) | 9K | $205K |
| Feb 24, 2025 | Friedman Martin S. | 10% Owner | Buy (P) | 16K | $396K |
| Feb 21, 2025 | Friedman Martin S. | 10% Owner | Buy (P) | 1K | $27K |
| Feb 4, 2025 | Conover Michael J. | Director | Buy (P) | 300 | $7K |
Connected entities for CBNA
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/CBNA/capital-change-brief"
Use Arkolith's capital_change_brief for CBNA. 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 CBNA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.