FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.990.39%
STOXX50E5,860.32-0.39%
XLF51.80-0.02%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp28.1°C
UV0
Feels31.5°C
Humidity70%
Wind13.3 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time10:40 PM
13F QoQ Ownership Changes

CPBI Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 2 new · 4 added · 9 reduced · 1 exited

New Positions(2)

ManagerSharesΔ SharesValueΔ Value% Δ
ALLIANCEBERNSTEIN L.P.36,532+36,532$618.1K+$618.1K
UBS Group AG5+5$85+$85

Added To(4)

ManagerSharesΔ SharesValueΔ Value% Δ
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC179,945+89,327$3.0M+$1.6M98.6%
VANGUARD GROUP INC165,784+1,301$2.8M+$115.8K0.8%
BlackRock, Inc.9,063+366$153.3K+$12.6K4.2%
Cambridge Investment Research Advisors, Inc.25,930+1,120$439+$384.5%

Reduced(9)

ManagerSharesΔ SharesValueΔ Value% Δ
STILWELL VALUE LLC366,9010$6.2M+$227.5K0.0%
Oppenheimer & Close, LLC175,0000$3.0M+$129.5K0.0%
MANGROVE PARTNERS IM, LLC158,097-1,757$2.7M+$69.4K-1.1%
Minerva Advisors LLC49,1170$831.1K+$30.5K0.0%
RENAISSANCE TECHNOLOGIES LLC23,9000$404.4K+$14.8K0.0%
GEODE CAPITAL MANAGEMENT, LLC35,891-1,794$607.3K-$8.9K-4.8%
STATE STREET CORP11,6040$196.3K+$6.6K0.0%
FARMERS & MERCHANTS INVESTMENTS INC1,8330$31.0K+$1.0K0.0%
BANK OF AMERICA CORP /DE/80$135+$60.0%

Sold Out(1)

ManagerSharesΔ SharesValueΔ Value% Δ
M3F, Inc.0-42,258$0-$684