Commercial Bancgroup, Inc. - Common Stock (CBK) Institutional Ownership

13F Institutional Holders and Ownership History for Q4 2025

Type / Class
Equity / Common Stock
Symbol
CBK on Nasdaq
Shares outstanding
12,191,392
Price per share
$24.12
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,090,495
Total reported value
$75,902,949
% of total 13F portfolios
0%
Share change
+3,073,531
Value change
+$75,486,313
Number of holders
43
Price from insider filings
$24.12
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Commercial Bancgroup, Inc. - Common Stock (CBK) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Robertson Holding Company, L.P. 16% 2,253,676 Robertson John Adam 01 Oct 2025
Unified Shares LLC 9.2% 1,262,826 Spurlock Martha S. 01 Oct 2025
ALLIANCEBERNSTEIN L.P. 10% $30,093,232 1,243,522 AllianceBernstein L.P. 30 Nov 2025
Lee Terry L 5.5% 754,225 Lee Terry L 01 Oct 2025

As of 31 Dec 2025, 43 institutional investors reported holding 3,090,495 shares of Commercial Bancgroup, Inc. - Common Stock (CBK). This represents 25% of the company’s total 12,191,392 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Commercial Bancgroup, Inc. - Common Stock (CBK) together control 25% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 3.4% 416,721 0% $10,234,668
BlackRock, Inc. 3.4% 413,785 0% $10,162,560
COMMUNITY TRUST & INVESTMENT CO 3.1% 373,000 0.48% $9,160,880
JACOBS ASSET MANAGEMENT, LLC 2.6% 320,000 4.4% $7,859,200
JBF Capital, Inc. 2.1% 250,000 0.89% $6,140,000
KENNEDY CAPITAL MANAGEMENT LLC 1.2% 150,153 0.08% $3,687,758
Phocas Financial Corp. 1.2% 146,869 0.47% $3,607,103
Pacific Ridge Capital Partners, LLC 1.1% 139,575 0.75% $3,427,962
GEODE CAPITAL MANAGEMENT, LLC 1.1% 137,249 0% $3,371,951
Siena Capital Partners GP, LLC 1.1% 133,664 0.88% $3,282,788
FRANKLIN RESOURCES INC 0.8% 97,933 0% $2,405,234
Polaris Capital Management, LLC 0.68% 83,500 0.17% $2,050,760
Rosenthal | Henry Capital Advisors, Inc. 0.51% 62,500 1.4% $1,535,000
STATE STREET CORP 0.48% 58,134 0% $1,427,771
VICTORY CAPITAL MANAGEMENT INC 0.3% 37,000 0% $908,720
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.24% 29,818 0% $732,330
Penn Capital Management Company, LLC 0.23% 27,571 0.05% $677,144
SEI INVESTMENTS CO 0.21% 25,068 0% $615,670
GOLDMAN SACHS GROUP INC 0.17% 21,262 0% $522,195
NEW YORK STATE COMMON RETIREMENT FUND 0.16% 20,052 0% $492,477
ELCO Management Co., LLC 0.16% 19,863 0.31% $487,835
Ballast, Inc. 0.16% 18,975 0.11% $466,026
MAI Capital Management 0.15% 17,687 0% $434,393
Daytona Street Capital LLC 0.13% 15,500 0% 0.31% $380,680
Bank of New York Mellon Corp 0.11% 12,889 0% $316,554

Institutional Holders of Commercial Bancgroup, Inc. - Common Stock (CBK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,090,495 $75,902,949 +$75,486,313 $24.56 43