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
12,200,692
Price per share
$25.37
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,072,321
Total reported value
$173,707,323
% of total 13F portfolios
0%
Share change
+7,055,357
Value change
+$173,290,665
Number of holders
66
Price from insider filings
$25.37
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
T. Rowe Price Investment Management, Inc. 6.5% $19,128,245 793,045 T. Rowe Price Investment Management, Inc. 31 Dec 2025
Lee Terry L 5.5% 754,225 Lee Terry L 01 Oct 2025

As of 31 Dec 2025, 66 institutional investors reported holding 7,072,321 shares of Commercial Bancgroup, Inc. - COMMON STOCK (CBK). This represents 58% of the company’s total 12,200,692 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Commercial Bancgroup, Inc. - COMMON STOCK (CBK) together control 54% 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
ALLIANCEBERNSTEIN L.P. 9.4% 1,141,747 0.01% $28,041,306
T. Rowe Price Investment Management, Inc. 6.5% 793,045 0.01% $19,478,000
VANGUARD GROUP INC 3.4% 416,721 0% $10,234,668
BlackRock, Inc. 3.4% 413,785 0% $10,162,560
MENDON CAPITAL ADVISORS CORP 3.1% 374,847 3.6% $9,206,242
COMMUNITY TRUST & INVESTMENT CO 3.1% 373,000 0.48% $9,160,880
Curi Capital, LLC 2.9% 356,682 0.15% $8,760,110
JACOBS ASSET MANAGEMENT, LLC 2.6% 320,000 4.4% $7,859,200
Petiole USA ltd 2.6% 312,500 5% $7,675,000
JBF Capital, Inc. 2% 250,000 0.89% $6,140,000
RAFFLES ASSOCIATES LP 2% 250,000 4.6% $6,140,000
EJF Capital LP 1.3% 160,335 2.2% $3,937,828
MALTESE CAPITAL MANAGEMENT LLC 1.3% 158,350 0.69% $3,889,076
KENNEDY CAPITAL MANAGEMENT LLC 1.2% 150,153 0.08% $3,687,758
TCW GROUP INC 1.2% 150,000 0.03% $3,684,000
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
TWO SIGMA INVESTMENTS, LP 0.69% 83,885 0% $2,060,216
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
Russell Investments Group, Ltd. 0.44% 53,551 0% $1,315,213

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 7,072,321 $173,707,323 +$173,290,665 $24.56 66