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$CBNA
$51.36 +$0.35 (0.69%) Close

Ownership

13F as of Q2 2026 · 6.6M shares outstanding

Who owns CBNA?

By type of holder
Institutions 33.5% Insiders 0.0% Everyone else 66.5%
Concentration Top 10 holders own 70.9%
Fitzgerald Peter G 15.7% · Schauer Julie F 9.9%
Institutional ownership
33.5%
+1.2 pts vs last qtr
Institutional holders
70
+2 vs last qtr
Net shares bought
+80.1K
by institutions in Q2 2026
New / sold out
8 / 6
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026
  • Royce & Associates LP +39.0K
  • Hingham Institution for Savings +25.5K

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Biggest sellers in Q2 2026
  • EJF Capital LP SOLD OUT −56.5K
  • Pillsbury Lake Capital LLC SOLD OUT −26.9K

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Who is planning to sell?

Notices of proposed sale, last 12 months
$70.4K
1 notice from 1 person
Shares covered
2.0K
0.03% of the company
Arranged in advance
0%
of the value is under a 10b5-1 plan
Under a 10b5-1 plan No plan
$0$35.2K$70.4KNovDecJanFebMar 2026: $70.4K without a planMarAprMayJunJulAugSepOct
Largest proposed sellers
  • Thompson-Byas Benita Director $70.4K
Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2023–FY2025
+43.6%
+19.85% a year
Each share's claim on the business
−30.4%
shrank without buying or selling a share
Diluted shares, split-adjusted
4.4M5.5M6.6M2023: 4.6M shares'232024: 5.0M shares'242025: 6.6M shares'25

How patient are the owners?

Institutional shares by how long they've been held
5+ years0% 3–5 years0% 1–3 years70% Under 1 year30%
Quarterly turnover
7.4%
of institutional shares changed hands
Top 10 managers, median time held
1.5 years

Super Investors

Investment managers reporting CBNA on Form 13F
HI
Hingham Institution for Savings
Shares
334.1K
% of company
5.09%
Change vs last qtr
+25.5K (+8.3%)
Held since
Q4 '25
RA
Royce & Associates LP
Shares
317.9K
% of company
4.85%
Change vs last qtr
+39.0K (+14.0%)
Held since
2024

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Institutional Funds

Mutual funds and ETFs reporting CBNA on Form N-PORT; together they hold 10.0% of the company
RM
Royce Micro-Cap Trust, Inc.
Royce Micro-Cap Trust, Inc.
Position value
$5.4M
% of company
1.96%
% of the fund
0.59%
As of
June 30, 2026
VT
Position value
$3.71M
% of company
1.34%
% of the fund
0.00%
As of
June 30, 2026

23 more funds behind a free account

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Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G
FP
Fitzgerald Peter G
5%+ holder13D · 23.8%
Shares
1.0M
% of company
15.66%
Change vs last qtr
—
Held since
—
SJ
Schauer Julie F
5%+ holder13D · 16.4%
Shares
647.4K
% of company
9.87%
Change vs last qtr
—
Held since
—

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