RMR Wealth Builders

Position in CBNA — Chain Bridge Bancorp Inc

CIK 1803848 Montclair, NJ

Position in CBNA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,627,755

+$276,776 QoQ

Shares Held

38,710

0.0% QoQ

Ownership

0.590%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#11

of 70 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RMR Wealth Builders holds $4,926,647 across 5 Banks - Regional names. CBNA ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	7,093	$1,746,438
2	CBNA	Chain Bridge Bancorp Inc This page	38,710	$1,627,755
3	TFC	Truist Financial Corp	20,016	$997,197
4	IBN	Icici Bank Ltd	15,862	$460,473
5	LYG	Lloyds Banking Group plc	16,258	$94,784

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,627,755	38,710	0.0%	Shares	Sole	2026-07-24
2026-03-31	$1,350,979	38,710	0.0%	Shares	Sole	2026-04-22
2025-12-31	$1,340,914	38,710	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.