CBK · Commercial Bancgroup, Inc. · Shareholders & Ownership

$32.27 -0.37 (-1.13%) Q3 2025 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$447.21M

13.70M

Volume · Oct 28 36.77K Avg daily vol (3M) 43.68K

Every disclosed holder of CBK in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns CBK

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	98	7,354,936	53.68%	Yes
Insiders (Forms 3, 4, 5)	12	6,152,362	44.90%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	193,971	1.42%	Rest
Registered funds (N-PORT, not summed)	99	2,138,927	15.61%	No

Shares outstanding: 13,701,269, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of CBK

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Spurlock Martha S. Insider CIK 2088587 · May 7, 2026 Director, 10% Owner, issuer-wide	1,264,130	9.23%	+836	May 7, 2026	Director, 10% Owner, issuer-wide
2	Unified Shares LLC Insider CIK 2089353 · Oct 3, 2025 10% Owner, issuer-wide	1,167,820	8.52%	-1,791,017	Oct 3, 2025	10% Owner, issuer-wide
2.1	Unified Shares LLC 13D CIK 2089353 · Unknown · Oct 1, 2025 Item 4 purpose: Passive investment not summed	1,167,820	8.52%	—	Oct 1, 2025	not summed
3	Robertson John Adam Insider CIK 2088169 · Sep 16, 2026 Director, Executive Chairperson, 10% Owner, issuer-wide	1,162,551	8.49%	+70	Sep 16, 2026	Director, Executive Chairperson, 10% Owner, issuer-wide
4	Robertson Aaron A. Insider CIK 2088856 · May 7, 2026 Director, 10% Owner, issuer-wide	1,105,952	8.07%	+836	May 7, 2026	Director, 10% Owner, issuer-wide
5	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	853,798	6.23%	-3,737	Jun 30, 2026	carried, not yet filed for the newest quarter
6	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	852,885	6.22%	-176,641	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	ALLIANCEBERNSTEIN L.P. 13G CIK 1109448 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	852,885	6.22%	-176,641	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7	Lee Terry L Insider CIK 1405609 · Sep 29, 2026 Director, President and CEO, issuer-wide	763,150	5.57%	+8,925	Sep 29, 2026	Director, President and CEO, issuer-wide
7.1	Lee Terry L 13D CIK 1405609 · Unknown · Oct 1, 2025 Item 4 purpose: Other, Passive investment not summed	754,225	5.50%	—	Oct 1, 2025	not summed
8	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	670,950	4.90%	+185,254	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	231,212	1.69%	+85,243	Jun 30, 2026	iShares Trust, not summed
8.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	91,755	0.67%	+37,185	Jun 30, 2026	iShares Trust, not summed
8.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	30,005	0.22%	+12,481	Jun 30, 2026	iShares Trust, not summed
8.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	16,152	0.12%	+4,467	Jun 30, 2026	Quantitative Master Series LLC, not summed
8.5	iShares Russell Small/Mid-Cap Index Fund Fund S000050373 · Registered fund · Jul 31, 2026 BlackRock Funds, not summed	1,723	0.01%	0	Jul 31, 2026	BlackRock Funds, not summed
9	Neely Alan C. Insider CIK 2088583 · May 8, 2026 Director, issuer-wide	509,555	3.72%	+836	May 8, 2026	Director, issuer-wide
10	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	331,598	2.42%	+2,151	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Petiole USA ltd 13F CIK 1600202 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	291,014	2.12%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	242,000	1.77%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	RAFFLES ASSOCIATES LP 13F CIK 1169581 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	233,110	1.70%	-15,148	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Pacific Ridge Capital Partners, LLC 13F CIK 1591546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	223,763	1.63%	-1,743	Jun 30, 2026	carried, not yet filed for the newest quarter
15	MENDON CAPITAL ADVISORS CORP 13F CIK 1177043 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	213,668	1.56%	-101,965	Jun 30, 2026	carried, not yet filed for the newest quarter
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	209,839	1.53%	+40,946	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Curi Capital, LLC 13F CIK 1332905 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	195,622	1.43%	-94,027	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	RMB Mendon Financial Services Fund Fund S000002998 · Registered fund · Jun 30, 2026 RMB Investors Trust, not summed	195,622	1.43%	-94,027	Jun 30, 2026	RMB Investors Trust, not summed
18	COMMUNITY TRUST & INVESTMENT CO 13F CIK 1047142 · Unknown · Sep 30, 2026	186,499	1.36%	0	Sep 30, 2026
19	TCW GROUP INC 13F CIK 850401 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	151,792	1.11%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
20	JACOBS ASSET MANAGEMENT, LLC 13F CIK 1351063 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	135,000	0.99%	-143,454	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Siena Capital Partners GP, LLC 13F CIK 1694886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	133,664	0.98%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Gator Capital Management, LLC 13F CIK 1570284 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	129,375	0.94%	+2,815	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	GATOR CAPITAL LONG/SHORT FUND Fund S000011446 · Registered fund · Jul 31, 2026 Caldwell & Orkin Funds, Inc., not summed	29,200	0.21%	0	Jul 31, 2026	Caldwell & Orkin Funds, Inc., not summed
23	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	127,934	0.93%	+72,147	Jun 30, 2026	carried, not yet filed for the newest quarter
24	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	127,873	0.93%	+35,595	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	2,400	0.02%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
24.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	242	0.00%	+43	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
25	MALTESE CAPITAL MANAGEMENT LLC 13F CIK 1040762 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	125,000	0.91%	-12,000	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Cravens & Co Advisors, LLC 13F CIK 1966116 · Unknown · Sep 30, 2026	124,542	0.91%	0	Sep 30, 2026
27	EJF Capital LP 13F CIK 1353254 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	119,725	0.87%	-39,382	Jun 30, 2026	carried, not yet filed for the newest quarter
28	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	113,783	0.83%	+4,049	Jun 30, 2026	carried, not yet filed for the newest quarter
29	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	110,748	0.81%	+110,748	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Phocas Financial Corp. 13F CIK 1356783 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	108,869	0.79%	-5,726	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Polaris Capital Management, LLC 13F CIK 1316926 · Registered investment adviser · Sep 30, 2026	93,900	0.69%	-1,200	Sep 30, 2026
32	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	93,758	0.68%	+50,130	Jun 30, 2026	carried, not yet filed for the newest quarter
33	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	90,432	0.66%	-7,201	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Putnam Small Cap Value Fund Fund S000003854 · Registered fund · Aug 31, 2026 Putnam Investment Funds, not summed	65,641	0.48%	0	Aug 31, 2026	Putnam Investment Funds, not summed
33.2	Putnam VT Small Cap Value Fund Fund S000003888 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	24,759	0.18%	-2,800	Jun 30, 2026	Putnam Variable Trust, not summed
34	Adara Smaller Companies Fund Fund S000047045 · Registered fund · May 31, 2026 RBB Fund, Inc., not summed	88,278	0.64%	0	May 31, 2026	RBB Fund, Inc., not summed
35	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	87,406	0.64%	+50,746	May 31, 2026	American Century ETF Trust, not summed
36	JBF Capital, Inc. 13F CIK 1483864 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	85,129	0.62%	-164,871	Jun 30, 2026	carried, not yet filed for the newest quarter
37	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	79,498	0.58%	+26,248	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	11,493	0.08%	+379	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
38	Yates Charles L. Insider CIK 2087584 · Feb 13, 2026 Director, issuer-wide	79,284	0.58%	0	Feb 13, 2026	Director, issuer-wide
39	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	78,730	0.57%	-288	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
40	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	64,113	0.47%	+13,303	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,482	0.03%	+965	Jun 30, 2026	Northern Funds, not summed
41	Rosenthal \| Henry Capital Advisors, Inc. 13F CIK 1697539 · Unknown · Sep 30, 2026	62,500	0.46%	0	Sep 30, 2026
42	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	62,235	0.45%	+43,962	Jun 30, 2026	carried, not yet filed for the newest quarter
43	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	60,177	0.44%	+57,372	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	57,814	0.42%	+17,883	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	53,641	0.39%	+44,945	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	34,825	0.25%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
45.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	11,363	0.08%	+6,435	Jul 31, 2026	TIAA-CREF Funds, not summed
46	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	48,333	0.35%	+2,633	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Small Cap Value Portfolio Fund S000000049 · Registered fund · Jun 30, 2026 NORTHWESTERN MUTUAL SERIES FUND INC, not summed	47,518	0.35%	0	Jun 30, 2026	NORTHWESTERN MUTUAL SERIES FUND INC, not summed
48	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	46,120	0.34%	-24,033	Jun 30, 2026	carried, not yet filed for the newest quarter
49	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	41,665	0.30%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	40,900	0.30%	-2,454	Jun 30, 2026	carried, not yet filed for the newest quarter

1 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 169 holders

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Key facts CIK 1981546 CUSIP 20112C106 13F (30d) 14 filings 14 filers Visit website Investor relations