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Chain Bridge Bancorp Inc (CBNA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hingham Institution for Savings
INCREASED
Shares336,137 from 334,137
Change+2,000 (+1%)
Value$15.5M (+$1.4M)
Filed 2026-10-20
Endeavour Capital Advisors Inc
DECREASED
Shares72,900 from 83,256
Change-10,356 (-12%)
Value$3.4M (-$141.7K)
Filed 2026-11-06
Geode Capital Management, LLC
DECREASED
Shares65,906 from 66,718
Change-812 (-1%)
Value$3.0M (+$231.6K)
Filed 2026-11-06
RMR Wealth Builders
UNCHANGED
Shares38,710 from 38,710
Change0 (0%)
Value$1.8M (+$156.0K)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED
Shares17,405 from 18,545
Change-1,140 (-6%)
Value$802.0K (+$22.2K)
Filed 2026-11-05
Daytona Street Capital LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$470.0K (+$48.2K)
Filed 2026-10-15
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$368.6K (+$32.2K)
Filed 2026-10-07
AlphaCore Capital LLC
INCREASED
Shares7,669 from 7,651
Change+18 (+0%)
Value$353.4K (+$31.7K)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares7,077 from 7,435
Change-358 (-5%)
Value$326.1K (+$13.5K)
Filed 2026-11-05
Covestor Ltd
DECREASED
Shares6,038 from 6,039
Change-1 (0%)
Value$279.0K (+$25.0K)
Filed 2026-10-30
Schwartz Investment Counsel Inc
NEW
Shares4,670
Change+4,670
Value$215.2K
Filed 2026-10-26
Clearstead Advisors, LLC
NEW
Shares4,485
Change+4,485
Value$206.7K
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares4,021 from 1,365
Change+2,656 (+195%)
Value$185.3K (+$127.9K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares3,740 from 3,064
Change+676 (+22%)
Value$172.3K (+$43.5K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares2,234 from 2,563
Change-329 (-13%)
Value$102.9K (-$4.8K)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares150 from 78
Change+72 (+92%)
Value$6.9K (+$3.6K)
Filed 2026-10-08
Citigroup Inc
DECREASED
Shares144 from 1,219
Change-1,075 (-88%)
Value$6.6K (-$44.6K)
Filed 2026-11-04
Sterling Capital Management LLC
DECREASED
Shares52 from 53
Change-1 (-2%)
Value$2.4K (+$167)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares22 from 4
Change+18 (+450%)
Value$1.0K (+$849)
Filed 2026-10-08
SJS Investment Consulting Inc.
NEW
Shares20
Change+20
Value$922
Filed 2026-10-26
Essential Partners LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$507 (+$44)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares8 from 6
Change+2 (+33%)
Value$368 (+$116)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$211 ($0)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares3
Change+3
Value$138
Filed 2026-10-21
IFP Advisors, Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$92 (+$8)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares1
Change+1
Value$46
Filed 2026-10-30
Royce & Associates LP
N/A
Shares— from 317,935
Change-317,935 (-100%)
Value—
FJ Capital Management LLC
N/A
Shares— from 293,788
Change-293,788 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 219,365
Change-219,365 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 133,222
Change-133,222 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 124,786
Change-124,786 (-100%)
Value—
Beartown Capital Management, LLC
N/A
Shares— from 75,794
Change-75,794 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 74,189
Change-74,189 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 34,701
Change-34,701 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 32,640
Change-32,640 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 31,040
Change-31,040 (-100%)
Value—
State Street Corp
N/A
Shares— from 25,687
Change-25,687 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 24,204
Change-24,204 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 18,626
Change-18,626 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 18,419
Change-18,419 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 18,396
Change-18,396 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 17,905
Change-17,905 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 17,200
Change-17,200 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 16,293
Change-16,293 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,979
Change-10,979 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,251
Change-9,251 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,019
Change-9,019 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,792
Change-8,792 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 8,700
Change-8,700 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,154
Change-6,154 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 5,879
Change-5,879 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 5,386
Change-5,386 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,699
Change-4,699 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,329
Change-2,329 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 985
Change-985 (-100%)
Value—
UBS Group AG
N/A
Shares— from 642
Change-642 (-100%)
Value—
FMR LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 304
Change-304 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 239
Change-239 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 210
Change-210 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 34
Change-34 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 31
Change-31 (-100%)
Value—
Quarry LP
N/A
Shares— from 9
Change-9 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Hingham Institution for Savings
INCREASED336,137334,137+2,000+1%$14.1M$15.5M+$1.4M2026-10-20
Endeavour Capital Advisors Inc
DECREASED72,90083,256-10,356-12%$3.5M$3.4M-$141.7K2026-11-06
Geode Capital Management, LLC
DECREASED65,90666,718-812-1%$2.8M$3.0M+$231.6K2026-11-06
RMR Wealth Builders
UNCHANGED38,71038,71000%$1.6M$1.8M+$156.0K2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED17,40518,545-1,140-6%$779.8K$802.0K+$22.2K2026-11-05
Daytona Street Capital LLC
UNCHANGED10,00010,00000%$421.8K$470.0K+$48.2K2026-10-15
Silvia Mccoll Wealth Management, LLC
UNCHANGED8,0008,00000%$336.4K$368.6K+$32.2K2026-10-07
AlphaCore Capital LLC
INCREASED7,6697,651+18+0%$321.7K$353.4K+$31.7K2026-11-04
Bank of New York Mellon Corp
DECREASED7,0777,435-358-5%$312.6K$326.1K+$13.5K2026-11-05
Covestor Ltd
DECREASED6,0386,039-10%$254.0K$279.0K+$25.0K2026-10-30
Schwartz Investment Counsel Inc
NEW4,670—+4,670——$215.2K—2026-10-26
Clearstead Advisors, LLC
NEW4,485—+4,485——$206.7K—2026-11-06
Russell Investments Group, Ltd.
INCREASED4,0211,365+2,656+195%$57.4K$185.3K+$127.9K2026-11-06
Barclays PLC
INCREASED3,7403,064+676+22%$128.8K$172.3K+$43.5K2026-11-06
Deutsche Bank Ag\
DECREASED2,2342,563-329-13%$107.8K$102.9K-$4.8K2026-11-06
Gamma Investing LLC
INCREASED15078+72+92%$3.3K$6.9K+$3.6K2026-10-08
Citigroup Inc
DECREASED1441,219-1,075-88%$51.3K$6.6K-$44.6K2026-11-04
Sterling Capital Management LLC
DECREASED5253-1-2%$2.2K$2.4K+$1672026-10-22
Farther Finance Advisors, LLC
INCREASED224+18+450%$165$1.0K+$8492026-10-08
SJS Investment Consulting Inc.
NEW20—+20——$922—2026-10-26
Essential Partners LLC
UNCHANGED111100%$463$507+$442026-10-14
EverSource Wealth Advisors, LLC
INCREASED86+2+33%$252$368+$1162026-11-04
Allworth Financial LP
UNCHANGED5500%$211$211$02026-11-06
Root Financial Partners, LLC
NEW3—+3——$138—2026-10-21
IFP Advisors, Inc
UNCHANGED2200%$84$92+$82026-10-16
Provenance Wealth Advisors, LLC
NEW1—+1——$46—2026-10-30
Royce & Associates LP
N/A—317,935-317,935-100%$13.4M———
FJ Capital Management LLC
N/A—293,788-293,788-100%$12.4M———
Gator Capital Management, LLC
N/A—219,365-219,365-100%$9.2M———
BlackRock, Inc.
N/A—133,222-133,222-100%$5.6M———
Vanguard Capital Management LLC
N/A—124,786-124,786-100%$5.2M———
Beartown Capital Management, LLC
N/A—75,794-75,794-100%$3.2M———
Alliancebernstein L.P.
N/A—74,189-74,189-100%$2.6M———
Northern Trust Corp
N/A—34,701-34,701-100%$1.5M———
Magnolia Private Wealth, LLC
N/A—32,640-32,640-100%$1.4M———
Acadian Asset Management LLC
N/A—31,040-31,040-100%$1.3M———
State Street Corp
N/A—25,687-25,687-100%$1.1M———
Mariner, LLC
N/A—24,204-24,204-100%$1.0M———
Vanguard Fiduciary Trust Co
N/A—18,626-18,626-100%$783.2K———
Chevy Chase Trust Holdings, LLC
N/A—18,419-18,419-100%$774.5K———
Militia Capital Management LLC
N/A—18,396-18,396-100%$773.6K———
Vanguard Portfolio Management LLC
N/A—17,905-17,905-100%$752.9K———
Renaissance Technologies LLC
N/A—17,200-17,200-100%$723.3K———
Wealthspire Advisors, LLC
N/A—17,000-17,000-100%$714.9K———
Royal Bank of Canada
N/A—16,293-16,293-100%$685.0K———
Goldman Sachs Group Inc
N/A—10,979-10,979-100%$461.7K———
Quantinno Capital Management LP
N/A—9,251-9,251-100%$389.0K———
Bank of America Corp
N/A—9,019-9,019-100%$379.2K———
Citadel Advisors LLC
N/A—8,792-8,792-100%$369.7K———
Johnson Investment Counsel Inc
N/A—8,700-8,700-100%$365.8K———
Raymond James Financial Inc
N/A—8,500-8,500-100%$357.4K———
Mercer Global Advisors Inc
N/A—6,154-6,154-100%$258.8K———
GSA Capital Partners LLP
N/A—5,879-5,879-100%$247.0K———
Charles Schwab Investment Management Inc
N/A—5,386-5,386-100%$226.5K———
Morgan Stanley
N/A—4,699-4,699-100%$197.6K———
Rhumbline Advisers
N/A—3,151-3,151-100%$132.5K———
LOS Angeles Capital Management LLC
N/A—2,442-2,442-100%$102.7K———
Wells Fargo & Company
N/A—2,329-2,329-100%$97.9K———
New York State Common Retirement Fund
N/A—2,200-2,200-100%$92.5K———
Vanguard Global Advisers, LLC
N/A—1,449-1,449-100%$60.9K———
Police & Firemen's Retirement System of New Jersey
N/A—1,266-1,266-100%$53.2K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,209-1,209-100%$50.8K———
JPMorgan Chase & Co
N/A—1,135-1,135-100%$45.9K———
BNP Paribas Financial Markets
N/A—985-985-100%$41.4K———
UBS Group AG
N/A—642-642-100%$27.0K———
FMR LLC
N/A—306-306-100%$12.9K———
Tower Research Capital LLC (TRC)
N/A—304-304-100%$12.8K———
Ameritas Investment Partners, Inc.
N/A—239-239-100%$10.1K———
Legal & General Group Plc
N/A—210-210-100%$8.8K———
Federated Hermes, Inc.
N/A—35-35-100%$1.5K———
Arax Advisory Partners
N/A—34-34-100%$1.4K———
California State Teachers Retirement System
N/A—31-31-100%$1.3K———
Quarry LP
N/A—9-9-100%$378———
Rothschild Investment LLC
N/A—2-2-100%$84———
Basecamp Wealth Advisors LLC
N/A—1-1-100%$42———
Showing 75 of 75 institutions