CBKNasdaqState Commercial BanksFiscal year ends December 31
Commercial Bancgroup, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 12, 2026
$31.29−0.32 (-1.01%)
Close on Oct 19, 2026
- Market cap
- $428.68M
- P/E (TTM)
- 10.6
- Dividend yield
- 0.54%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
55.5%
8M of 14M shares
Institutional holders
98
22 new, 4 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
9 buys · 0 sales
Net bought $277.89K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| AllianceBernstein L.P. | 852,885 | 6.20% | 13G (passive) amendment | Jun 30, 2026 |
| T. Rowe Price Investment Management, Inc. | 793,045 | 6.50% | 13G (passive) | Dec 31, 2025 |
| Lee Terry L | 754,225 | 5.50% | 13D (active) | Oct 1, 2025 |
| Robertson John Adam | 2,253,676 | 16.50% | 13D (active) | Oct 1, 2025 |
| Spurlock Martha S. | 1,262,826 | 9.20% | 13D (active) | Oct 1, 2025 |
| John Adam Robertson | 1,162,482 | 8.50% | 13D (active) | Mar 3, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CBK | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 853,798 | 6.23% | $27.57K | −3,737 | 0.02% |
| Alliancebernstein L.P. | 852,885 | 6.22% | $22.19M | −176,641 | 0.01% |
| BlackRock, Inc. | 670,950 | 4.90% | $21.66M | +185,254 | 0.00% |
| Raffles Associates LP | 466,220 | 3.40% | $15.05M | +217,962 | 6.61% |
| Vanguard Capital Management LLC | 331,598 | 2.42% | $10.71M | +2,151 | 0.00% |
| Petiole USA ltd | 291,014 | 2.12% | $9.40M | – | 6.75% |
| Pacific Ridge Capital Partners, LLC | 223,763 | 1.63% | $7.23M | −1,743 | 1.31% |
| Mendon Capital Advisors Corp | 213,668 | 1.56% | $6.90M | −101,965 | 2.44% |
| Geode Capital Management, LLC | 209,839 | 1.53% | $6.78M | +40,946 | 0.00% |
| RMB Capital Management, LLC | 195,622 | 1.43% | $6.32M | −94,027 | 0.10% |
| Community Trust & Investment Co | 186,499 | 1.36% | $6.02M | – | 0.31% |
| Tcw Group Inc | 151,792 | 1.11% | $4.90M | – | 0.03% |
| Jacobs Asset Management, LLC | 135,000 | 0.99% | $4.36M | −143,454 | 2.74% |
| Siena Capital Partners GP, LLC | 133,664 | 0.98% | $4.32M | – | 1.04% |
| Gator Capital Management, LLC | 129,375 | 0.94% | $4.18M | +2,815 | 0.88% |
| American Century Companies Inc | 127,934 | 0.93% | $4.13M | +72,147 | 0.00% |
| State Street Corp | 127,873 | 0.93% | $4.13M | +35,595 | 0.00% |
| Maltese Capital Management LLC | 125,000 | 0.91% | $4.04M | −12,000 | 0.74% |
| Cravens & Co Advisors, LLC | 124,542 | 0.91% | $4.02M | – | 2.70% |
| EJF Capital LLC | 119,725 | 0.87% | $3.87M | −39,382 | 2.59% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 98 | 8M | 55.5% | 22 / 39 | 22 / 4 | 1M | 1M |
| Q1 2026 | 81 | 7M | 52.6% | 24 / 23 | 23 / 8 | 1M | 1M |
| Q4 2025 | 66 | 7M | 53.9% | 66 / 0 | 0 / 0 | 7M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CBK | Value | % of fund | As of |
|---|---|---|---|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. | 439,718 | 3.21% | $14.20M | 0.13% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 242,000 | 1.77% | $7.81M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 231,212 | 1.69% | $7.47M | 0.01% | Jun 30, 2026 |
| RMB Mendon Financial Services Fund | 195,622 | 1.43% | $6.32M | 2.45% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 91,949 | 0.67% | $3.15M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 91,755 | 0.67% | $2.96M | 0.02% | Jun 30, 2026 |
| Adara Smaller Companies Fund | 88,278 | 0.64% | $2.55M | 0.31% | May 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 87,406 | 0.64% | $2.53M | 0.01% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 78,730 | 0.57% | $2.54M | 0.00% | Jun 30, 2026 |
| Putnam Small Cap Value Fund | 65,641 | 0.48% | $1.90M | 0.64% | May 31, 2026 |
| Small Cap Value Portfolio | 47,518 | 0.35% | $1.53M | 0.23% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 36,065 | 0.26% | $1.04M | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 35,582 | 0.26% | $1.03M | 0.01% | May 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 34,825 | 0.25% | $1.12M | 0.00% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 30,005 | 0.22% | $968.86K | 0.06% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John Adam Robertson | Executive Chairperson, Director | 1,162,552 | 8.48% | Sep 28, 2026 |
| Terry L. Lee | President and CEO, Director | 754,225 | 5.50% | Oct 3, 2025 |
| Philip J. Metheny | EVP, Chief Financial Officer | 14,502 | 0.11% | Aug 27, 2026 |
| Sprinkle, Jr. Richard C. | EVP, Chief Credit Officer | 26,848 | 0.20% | Jan 5, 2026 |
| Charles L. Yates | Director | 79,285 | 0.58% | May 8, 2026 |
| James J. Shoffner | Director | 15,888 | 0.12% | May 8, 2026 |
| Dennis Michael Robertson | Director | 23,453 | 0.17% | May 8, 2026 |
| Martha S. Spurlock | Director | 1,264,131 | 9.23% | May 8, 2026 |
| Alan C. Neely | Director | 509,555 | 3.72% | May 8, 2026 |
| III Sam A. Mars | Director | 19,231 | 0.14% | May 8, 2026 |
| Aaron A. Robertson | Director | 1,105,953 | 8.07% | May 8, 2026 |
| Robertson Holding Company, L.P. | 10% owner | 0 | – | Apr 27, 2026 |
| Shares LLC Unified | 10% owner | 1,167,821 | 8.52% | Oct 7, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John Adam Robertson Executive Chairperson, Director | Sep 16, 2026 | Buy | +70 | $32.69 | $2.29K | 45,871 |
| Philip J. Metheny EVP, Chief Financial Officer | Aug 26, 2026 | Buy | +100 | $34.11 | $3.41K | 14,502 |
| Philip J. Metheny EVP, Chief Financial Officer | Aug 25, 2026 | Buy | +670 | $34.79 | $23.31K | 14,402 |
| Philip J. Metheny EVP, Chief Financial Officer | Aug 20, 2026 | Buy | +150 | $33.77 | $5.07K | 13,732 |
| Philip J. Metheny EVP, Chief Financial Officer | Aug 3, 2026 | Buy | +850 | $34.74 | $29.53K | 13,582 |
| Dennis Michael Robertson Director | May 8, 2026 | Award | +836 | – | – | 23,453 |
| Alan C. Neely Director | May 8, 2026 | Award | +836 | – | – | 10,854 |
| Aaron A. Robertson Director | May 7, 2026 | Award | +836 | – | – | 11,993 |
| Martha S. Spurlock Director | May 7, 2026 | Award | +836 | – | – | 96,311 |
| III Sam A. Mars Director | May 7, 2026 | Award | +836 | – | – | 19,231 |
| James J. Shoffner Director | May 7, 2026 | Award | +836 | – | – | 15,888 |
| Philip J. Metheny EVP, Chief Financial Officer | Apr 30, 2026 | Buy | +3,300 | $29.02 | $95.77K | 12,732 |
| John Adam Robertson Executive Chairperson, Director | Mar 6, 2026 | Other | −545,730.5 | – | – | 0 |
| Robertson Holding Company, L.P. 10% owner | Mar 6, 2026 | Other | −545,730.5 | – | – | 0 |
| Aaron A. Robertson Director | Mar 6, 2026 | Other | +545,730.5 | – | – | 1,091,461 |
| Aaron A. Robertson Director | Mar 6, 2026 | Other | −545,730.5 | – | – | 0 |
| John Adam Robertson Executive Chairperson, Director | Mar 5, 2026 | Other | −545,730 | – | – | 545,731 |
| Robertson Holding Company, L.P. 10% owner | Mar 5, 2026 | Other | −545,730 | – | – | 545,731 |
| Aaron A. Robertson Director | Mar 5, 2026 | Other | −545,730 | – | – | 545,731 |
| Aaron A. Robertson Director | Mar 5, 2026 | Other | +545,730 | – | – | 545,730 |
| John Adam Robertson Executive Chairperson, Director | Mar 4, 2026 | Other | −556,465 | – | – | 1,091,461 |
| Robertson Holding Company, L.P. 10% owner | Mar 4, 2026 | Other | −556,465 | – | – | 1,091,461 |
| Aaron A. Robertson Director | Mar 4, 2026 | Other | −556,465 | – | – | 1,091,461 |
| John Adam Robertson Executive Chairperson, Director | Mar 3, 2026 | Other | +556,466 | – | – | 556,466 |
| John Adam Robertson Executive Chairperson, Director | Mar 3, 2026 | Other | −556,466 | – | – | 1,647,926 |
| Robertson Holding Company, L.P. 10% owner | Mar 3, 2026 | Other | −556,466 | – | – | 1,647,926 |
| Aaron A. Robertson Director | Mar 3, 2026 | Other | −556,466 | – | – | 1,647,926 |
| Charles L. Yates Director | Feb 13, 2026 | Inheritance | −31,106 | – | – | 0 |
| Charles L. Yates Director | Feb 13, 2026 | Inheritance | −41,475 | – | – | 0 |
| Charles L. Yates Director | Feb 13, 2026 | Inheritance | −31,106 | – | – | 0 |
| Charles L. Yates Director | Feb 13, 2026 | Inheritance | −41,475 | – | – | 0 |
| John Adam Robertson Executive Chairperson, Director, 10% owner | Jan 30, 2026 | Buy | +266 | $26.20 | $6.97K | 45,801 |
| Dennis Michael Robertson Director | Jan 28, 2026 | Buy | +450 | $25.64 | $11.54K | 22,617 |
| Sprinkle, Jr. Richard C. EVP, Chief Credit Officer | Jan 1, 2026 | Award | +1,119 | – | – | 26,848 |
| Philip J. Metheny EVP, Chief Financial Officer | Jan 1, 2026 | Award | +1,119 | – | – | 9,432 |
| Alan C. Neely Director | Nov 24, 2025 | Award | +469 | – | – | 10,018 |
| III Sam A. Mars Director | Nov 24, 2025 | Award | +469 | – | – | 18,395 |
| Dennis Michael Robertson Director | Nov 24, 2025 | Award | +469 | – | – | 22,167 |
| James J. Shoffner Director | Nov 24, 2025 | Award | +469 | – | – | 15,052 |
| Charles L. Yates Director | Nov 24, 2025 | Award | +469 | – | – | 79,283 |
| Aaron A. Robertson Director, 10% owner | Nov 24, 2025 | Award | +469 | – | – | 11,157 |
| Martha S. Spurlock Director, 10% owner | Nov 24, 2025 | Award | +469 | – | – | 95,475 |
| Philip J. Metheny EVP, Chief Financial Officer | Nov 21, 2025 | Buy | +4,146.69 | $24.12 | $100.02K | 8,313 |
| Dennis Michael Robertson Director | Oct 6, 2025 | Buy | +100 | $24.37 | $2.44K | 21,698 |
| Charles L. Yates Director | Oct 3, 2025 | Buy | +8,333 | $24.00 | $199.99K | 78,814 |
| James J. Shoffner Director | Oct 3, 2025 | Buy | +14,583 | $24.00 | $349.99K | 14,583 |
| Sprinkle, Jr. Richard C. EVP, Chief Credit Officer | Oct 3, 2025 | Buy | +4,166 | $24.00 | $99.98K | 25,729 |
| Philip J. Metheny EVP, Chief Financial Officer | Oct 3, 2025 | Buy | +4,166 | $24.00 | $99.98K | 4,166 |
| John Adam Robertson Executive Chairperson, Director, 10% owner | Oct 3, 2025 | Sale | −2,898,796 | $23.16 | $67.14M | 2,204,392 |
| John Adam Robertson Executive Chairperson, Director, 10% owner | Oct 3, 2025 | Sale | −59,878 | $23.16 | $1.39M | 45,535 |
| III Sam A. Mars Director | Oct 3, 2025 | Sale | −23,574 | $23.16 | $545.97K | 17,926 |
| Martha S. Spurlock Director, 10% owner | Oct 3, 2025 | Sale | −124,932 | $23.16 | $2.89M | 95,006 |
| Martha S. Spurlock Director, 10% owner | Oct 3, 2025 | Sale | −1,791,017 | $23.16 | $41.48M | 1,167,821 |
| Aaron A. Robertson Director, 10% owner | Oct 3, 2025 | Sale | −2,898,796 | $23.16 | $67.14M | 2,204,392 |
| Robertson Holding Company, L.P. 10% owner | Oct 3, 2025 | Sale | −2,898,796 | $23.16 | $67.14M | 2,204,392 |
| Shares LLC Unified 10% owner | Oct 3, 2025 | Sale | −1,791,017 | $23.16 | $41.48M | 1,167,821 |
| Dennis Michael Robertson Director | Oct 3, 2025 | Sale | −28,402 | $23.16 | $657.79K | 21,598 |
| Alan C. Neely Director | Oct 3, 2025 | Sale | −53,611 | $23.16 | $1.24M | 55,639 |
| Alan C. Neely Director | Oct 3, 2025 | Sale | −26,523 | $23.16 | $614.27K | 27,527 |
| Alan C. Neely Director | Oct 3, 2025 | Sale | −26,523 | $23.16 | $614.27K | 27,527 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.