Vault-13

COMMERCIAL BANCGROUP INC CBK

COM · Common Stock · CUSIP 20112C106

98 institutional holders +17 vs Q1 2026
7,594,0517.6m shares reported held*
55.4% of all shares outstanding*
$239.9mreported value*
22 new 39 added 22 reduced 4 sold out net bought ≈ $12.5m (+389.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($259.7k this quarter). Holder counts are more reliable. Shares outstanding: 13.7m as of 2026-08-12, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $31.59.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q4 25: 66Q1 26: 81Q2 26: 9898Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 202566
Q1 202681
Q2 202698

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 26: 43 bought or addedQ1 26: 31 cut or sold outQ1 26Q2 26: 61 bought or addedQ2 26: 26 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 20264331
Q2 20266126

Biggest buyers

RAFFLES ASSOCIATES LP Added +217,962+218.0k
BlackRock, Inc. Added +185,254+185.3k
MACKENZIE FINANCIAL CORP New +110,748+110.7k
AMERICAN CENTURY COMPANIES INC Added +72,147+72.1k
JPMORGAN CHASE & CO Added +57,372+57.4k
MORGAN STANLEY Added +50,130+50.1k
Nuveen, LLC Added +44,945+44.9k
BNP PARIBAS FINANCIAL MARKETS Added +43,962+44.0k
GEODE CAPITAL MANAGEMENT, LLC Added +40,946+40.9k
Voleon Capital Management LP New +39,889+39.9k

Biggest sellers

ALLIANCEBERNSTEIN L.P. Reduced -176,641-176.6k
JBF Capital, Inc. Reduced -164,871-164.9k
JACOBS ASSET MANAGEMENT, LLC Reduced -143,454-143.5k
MENDON CAPITAL ADVISORS CORP Reduced -101,965-102.0k
Curi Capital, LLC Reduced -94,027-94.0k
EJF Capital LP Reduced -39,382-39.4k
SEI INVESTMENTS CO Reduced -27,001-27.0k
KENNEDY CAPITAL MANAGEMENT LLC Reduced -24,033-24.0k
ADAGE CAPITAL PARTNERS GP, L.L.C. Reduced -23,122-23.1k
GSA CAPITAL PARTNERS LLP Reduced -17,490-17.5k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Unified Shares LLC 13D · may seek influence new · filed 2025-10-08
Stated purposeThe shares of Common Stock beneficially owned by Reporting Persons were acquired prior to closing of the initial public offering of securities of the Issuer which closed on October 3, 2025 (the "IPO"). Except as described herein, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the transactions described in subparagraphs (a) through (j) of Item 4 of Schedule 13D. However, the Reporting Persons reserve the right to formulate, in the future, plans or proposals which may relate to or result in the transactions described in subparagraphs (a) through (j) of this Item 4. The shares of Common Stock beneficially owned by the Reporting Persons are held for general investment purposes. The Reporting Persons reserve the right, based on all… Full filing
9.2% new 1.3m≈ $40.8m 2025-10-08
Robertson Holding Company, L.P. 13D · may seek influence -8.0 pts · filed 2026-04-27
Stated purposeBetween March 3, 2026 and March 6, 2026, shares of Common Stock were transferred from RHC to the CER Trust and EGR Trust, respectively, in connection with the distribution of the assets of RHC to its limited partners. No purchase price was paid specifically for the transfer of such shares of Common Stock to the EGR Trust and CER Trust. Full filing
8.5% -8.0 pts 1.2m≈ $37.5m 2026-04-27
T. Rowe Price Investment Management, Inc. 13G · institution new · filed 2026-02-17 6.5% new 793.0k≈ $25.6m 2026-02-17
ALLIANCEBERNSTEIN L.P. 13G · institution -1.3 pts · filed 2026-08-14 6.2% -1.3 pts 852.9k≈ $27.5m 2026-08-14
Lee Terry L 13D · may seek influence new · filed 2025-10-08
Stated purposeThe shares of Common Stock beneficially owned by Reporting Persons were acquired prior to closing of the initial public offering of securities of the Issuer, which closed on October 3, 2025 (the "IPO"). Except as described herein, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the transactions described in subparagraphs (a) through (j) of Item 4 of Schedule 13D. However, the Reporting Persons reserve the right to formulate, in the future, plans or proposals, which may relate to or result in the transactions described in subparagraphs (a) through (j) of this Item 4. The shares of Common Stock beneficially owned by the Reporting Persons are held for general investment purposes. The Reporting Persons reserve the right, based on a… Full filing
5.5% new 754.2k≈ $24.4m 2025-10-08

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 5 buyingQ4 25: 6 sellingQ1 26: 2 buyingQ1 26: 0 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 2 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20255$752.4k6$125.4m—
Q1 20262$18.5k0——
Q2 20261$95.8k0——
Q3 20262$63.6k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-16 Robertson John Adam Executive Chairperson, director Bought 70 $32.69 $2.3k70 shares +<1%
2026-08-26 Metheny Philip J. EVP, Chief Financial Officer Bought 100 $34.11 $3.4k100 shares +1%
2026-08-25 Metheny Philip J. EVP, Chief Financial Officer Bought 670 $34.79 $23.3k670 shares +5%
2026-08-20 Metheny Philip J. EVP, Chief Financial Officer Bought 150 $33.77 $5.1k150 shares +1%
2026-08-03 Metheny Philip J. EVP, Chief Financial Officer Bought 850 $34.74 $29.5k850 shares +7%
2026-04-30 Metheny Philip J. EVP, Chief Financial Officer Bought 3,300 $29.02 $95.8k3.3k shares +35%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 T. Rowe Price Investment Management, Inc. 0.02% of their portfolio BALTIMORE, MD 853,798853.8k $27.6m $27.6m 0.02% Reduced -3.7k -3,737
2 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 852,885852.9k $22.2m $22.2m 0.01% Reduced -176.6k -176,641
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 670,950671.0k $21.7m $21.7m 0.00% Added +185.3k +185,254
4 RAFFLES ASSOCIATES LP 6.61% of their portfolio NEW YORK, NY 466,220466.2k $15.1m $15.1m 6.61% Added +218.0k +217,962
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 331,598331.6k $10.7m $10.7m 0.00% Added +2.2k +2,151
6 Petiole USA ltd 6.75% of their portfolio New York, NY 291,014291.0k $9.4m $9.4m 6.75% Unchanged
7 Pacific Ridge Capital Partners, LLC 1.31% of their portfolio LAKE OSWEGO, OR 223,763223.8k $7.2m $7.2m 1.31% Reduced -1.7k -1,743
8 MENDON CAPITAL ADVISORS CORP 2.44% of their portfolio KEY LARGO, FL 213,668213.7k $6.9m $6.9m 2.44% Reduced -102.0k -101,965
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 209,839209.8k $6.8m $6.8m 0.00% Added +40.9k +40,946
10 Curi Capital, LLC 0.10% of their portfolio CHICAGO, IL 195,622195.6k $6.3m $6.3m 0.10% Reduced -94.0k -94,027
11 COMMUNITY TRUST & INVESTMENT CO 0.31% of their portfolio LEXINGTON, KY 186,499186.5k $6.0m $6.0m 0.31% Unchanged
12 TCW GROUP INC 0.03% of their portfolio LOS ANGELES, CA 151,792151.8k $4.9m $4.9m 0.03% Unchanged
13 JACOBS ASSET MANAGEMENT, LLC 3.28% of their portfolio NEW YORK, NY 135,000135.0k $4.4m $4.4m 3.28% Reduced -143.5k -143,454
14 Siena Capital Partners GP, LLC 1.04% of their portfolio EVANSTON, IL 133,664133.7k $4.3m $4.3m 1.04% Unchanged
15 Gator Capital Management, LLC 0.90% of their portfolio TAMPA, FL 129,375129.4k $4.2m $4.2m 0.90% Added +2.8k +2,815
16 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 127,934127.9k $4.1m $4.1m 0.00% Added +72.1k +72,147
17 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 127,873127.9k $4.1m $4.1m 0.00% Added +35.6k +35,595
18 MALTESE CAPITAL MANAGEMENT LLC 0.74% of their portfolio New York, NY 125,000125.0k $4.0m $4.0m 0.74% Reduced -12.0k -12,000
19 Cravens & Co Advisors, LLC 2.70% of their portfolio COOKEVILLE, TN 124,542124.5k $4.0m $4.0m 2.70% Unchanged
20 EJF Capital LP 2.59% of their portfolio Arlington, VA 119,725119.7k $3.9m $3.9m 2.59% Reduced -39.4k -39,382
21 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 113,783113.8k $3.7m $3.7m 0.00% Added +4.0k +4,049
22 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 110,748110.7k $3.6m $3.6m 0.00% New
23 Phocas Financial Corp. 0.49% of their portfolio ALAMEDA, CA 108,869108.9k $3.5m $3.5m 0.49% Reduced -5.7k -5,726
24 Polaris Capital Management, LLC 0.29% of their portfolio BOSTON, MA 95,10095.1k $3.1m $3.1m 0.29% Added +24.7k +24,700
25 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 93,75893.8k $3.0m $3.0m 0.00% Added +50.1k +50,130
26 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 90,43290.4k $2.9m $2.9m 0.00% Reduced -7.2k -7,201
27 JBF Capital, Inc. 0.36% of their portfolio Aspen, CO 85,12985.1k $2.7m $2.7m 0.36% Reduced -164.9k -164,871
28 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 79,49879.5k $2.6m $2.6m 0.00% Added +26.2k +26,248
29 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 64,11364.1k $2.1m $2.1m 0.00% Added +13.3k +13,303
30 Rosenthal | Henry Capital Advisors, Inc. 1.76% of their portfolio MISHAWAKA, IN 62,50062.5k $2.0m $2.0m 1.76% Unchanged
31 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 62,23562.2k $2.0m $2.0m 0.00% Added +44.0k +43,962
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 60,17760.2k $2.0m $2.0m 0.00% Added +57.4k +57,372
33 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 57,81457.8k $1.9m $1.9m 0.00% Added +17.9k +17,883
34 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 53,64153.6k $1.7m $1.7m 0.00% Added +44.9k +44,945
35 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 48,33348.3k $1.6m $1.6m 0.00% Added +2.6k +2,633
36 KENNEDY CAPITAL MANAGEMENT LLC 0.03% of their portfolio ST LOUIS, MO 46,12046.1k $1.5m $1.5m 0.03% Reduced -24.0k -24,033
37 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 41,66541.7k $1.3m $1.3m 0.00% Unchanged
38 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 40,90040.9k $1.3m $1.3m 0.00% Reduced -2.5k -2,454
39 Voleon Capital Management LP 0.02% of their portfolio BERKELEY, CA 39,88939.9k $1.3m $1.3m 0.02% New
40 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 38,45038.5k $1.2m $1.2m 0.00% Added +1.4k +1,450
41 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 37,20037.2k $1.2m $1.2m 0.00% Added +27.4k +27,400
42 PDT Partners, LLC 0.05% of their portfolio New York, NY 31,17031.2k $1.0m $1.0m 0.05% Added +21.1k +21,053
43 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 25,52325.5k $824.1k $824.1k 0.00% Added +4.6k +4,595
44 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 24,25224.3k $783.1k $783.1k 0.00% Added +3.2k +3,200
45 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 22,78222.8k $735.6k $735.6k 0.00% Added +6.9k +6,923
46 FMR LLC 0.00% of their portfolio BOSTON, MA 22,33422.3k $721.2k $721.2k 0.00% Added +22.3k +22,316
47 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 22,14022.1k $714.9k $714.9k 0.00% New
48 Daytona Street Capital LLC 0.52% of their portfolio SAINT LOUIS, MO 21,50021.5k $711.9k $711.9k 0.52% Added +6.0k +6,000
49 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 21,41321.4k $691.4k $691.4k 0.00% Reduced -27.0k -27,001
50 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 20,10420.1k $649.2k $649.2k 0.00% New
51 GSA CAPITAL PARTNERS LLP 0.04% of their portfolio LONDON, X0 19,70619.7k $636.0k $636.0k 0.04% Reduced -17.5k -17,490
52 Penn Capital Management Company, LLC 0.04% of their portfolio PHILADELPHIA, PA 19,37819.4k $625.7k $625.7k 0.04% Reduced -5.2k -5,174
53 Ballast, Inc. 0.12% of their portfolio Lexington, KY 18,97519.0k $612.7k $612.7k 0.12% Unchanged
54 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 18,60318.6k $600.7k $600.7k 0.00% New
55 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 17,83317.8k $575.8k $575.8k 0.00% Reduced -447 -447
56 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 17,70417.7k $571.7k $571.7k 0.00% Added +15 +15
57 OCCUDO QUANTITATIVE STRATEGIES LP 0.03% of their portfolio FORT LAUDERDALE, FL 16,08516.1k $519.4k $519.4k 0.03% Added +7.5k +7,532
58 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 14,85414.9k $479.6k $479.6k 0.01% New
59 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 14,38714.4k $464.6k $464.6k 0.00% Added +1.7k +1,697
60 ELCO Management Co., LLC 0.19% of their portfolio New York, NY 13,68613.7k $441.9k $441.9k 0.19% Reduced -3.5k -3,503
61 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 13,17413.2k $425.4k $425.4k 0.00% New
62 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio Boston, MA 12,70312.7k $410.2k $410.2k 0.00% Reduced -23.1k -23,122
63 Brevan Howard Capital Management LP 0.00% of their portfolio ST. HELIER, Y9 9,5389.5k $308.0k $308.0k 0.00% New
64 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,1209.1k $294.5k $294.5k 0.00% New
65 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 8,4368.4k $272.4k $272.4k 0.00% Added +6.0k +5,982
66 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 8,2238.2k $265.5k $265.5k 0.00% Added +2.9k +2,896
67 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 8,1368.1k $262.7k $262.7k 0.00% New
68 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 7,5677.6k $244.3k $244.3k 0.00% Added +5.9k +5,923
69 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 7,2367.2k $233.7k $233.7k 0.00% Added +4.6k +4,639
70 UBS Group AG 0.00% of their portfolio ZURICH, V8 7,0327.0k $227.1k $227.1k 0.00% Added +5.3k +5,252
71 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 6,6046.6k $214.0k $214.0k 0.00% New
72 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 4,7384.7k $153.0k $153.0k 0.00% Added +536 +536
73 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 3,9794.0k $128.5k $128.5k 0.00% Added +685 +685
74 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 3,2593.3k $105.2k $105.2k 0.00% Added +1.4k +1,401
75 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 2,7822.8k $89.8k $89.8k 0.00% Unchanged
76 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 2,5062.5k $80.9k $80.9k 0.00% New
77 Legal & General Group Plc 0.00% of their portfolio London, X0 847847 $27.4k $27.4k 0.00% Added +233 +233
78 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 718718 $23.2k $23.2k 0.00% Reduced -1.5k -1,463
79 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 560560 $18.1k $18.1k 0.00% Unchanged
80 BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.00% of their portfolio DALLAS, TX 457457 $14.8k $14.8k 0.00% New
81 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 324324 $10.0k $10.0k 0.00% New
82 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 174174 $5.6k $5.6k 0.00% Reduced -32 -32
83 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 111111 $3.6k $3.6k 0.00% Unchanged
84 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 9797 $3.1k $3.1k 0.00% Reduced -277 -277
85 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 6565 $2.1k $2.1k 0.00% Unchanged
86 Rialto Wealth Management, LLC 0.00% of their portfolio SYRACUSE, NY 3535 $1.1k $1.1k 0.00% Unchanged
87 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 3333 $1.1k $1.1k 0.00% New
88 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2525 $808 $808 0.00% Added +15 +15
89 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2020 $647 $647 0.00% New
90 Bare Financial Services, Inc 0.00% of their portfolio GAP, PA 2020 $646 $646 0.00% Unchanged
91 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 77 $226 $226 0.00% Added +6 +6
92 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 77 $226 $226 0.00% Unchanged
93 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 77 $226 $226 0.00% New
94 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 44 $129 $129 0.00% New
95 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 44 $129 $129 0.00% New
96 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 11 $32 $32 0.00% New
97 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 11 $33 $33 0.00% New
98 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 11 $32 $32 0.00% New