Commercial Bancgroup, Inc. (CBK) shareholders
CBKNasdaqState Commercial BanksFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 12, 2026Score 11/301% above fair value
$32.74−0.07 (-0.21%)
Close on Nov 13, 2026Market cap $448.58MP/E 11.1Yield 0.52%
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 · 1 sales
Net bought $243.97K
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 |
|---|---|---|---|---|
| Robertson John Adam Joint filing with Robertson Aaron A. (16.20%), Robertson Holding Company, L.P. (16.10%) | 2,253,676 | 16.50% | 13D (active) | Oct 1, 2025 |
| Spurlock Martha S. Joint filing with Unified Shares LLC (8.50%) | 1,262,826 | 9.20% | 13D (active) | Oct 1, 2025 |
| John Adam Robertson Joint filing with Edwin G. Robertson Children's Irrevocable Trust (8.10%), Aaron A. Robertson (8.10%) and 1 more | 1,162,482 | 8.50% | 13D (active) | Mar 3, 2026 |
| 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 |
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% | $27.57M | −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)
98 funds held CBK in Q2 2026, 35% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 |
|---|---|---|---|---|
| Terry L. Lee | President and CEO, Director | 763,150 | 5.57% | Oct 1, 2026 |
| John Adam Robertson | Executive Chairperson, Director | 1,162,552 | 8.48% | Sep 28, 2026 |
| 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 |
| Dennis Michael Robertson | Director | 22,453 | 0.16% | Nov 3, 2026 |
| James J. Shoffner | Director | 15,888 | 0.12% | 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 |
| Charles L. Yates | Director | 79,285 | 0.58% | 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 |
|---|---|---|---|---|---|---|
| Dennis Michael Robertson Director | Nov 2, 2026 | Sale | −1,000 | $33.92 | $33.92K | 22,453 |
| Terry L. Lee President and CEO, Director | Sep 29, 2026 | Tax withholding | −5,241.6 | $31.56 | $165.42K | 263,850 |
| Terry L. Lee President and CEO, Director | Sep 29, 2026 | Option exercise | +14,166.6 | – | – | 269,092 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
1.79%
0M shares short
Days to cover
4.3
At 0M shares a day
Change since last report
-19.3%
From 0M shares
Short volume, 20 days
50.7%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Commercial Bancgroup's stock actually held short. Settlement fails (shares not delivered on time) peaked at 8,000 shares on Sep 15, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Dennis Michael Robertson Director | Nov 2, 2026 | 1,000 | $32.76K | Nov 2, 2026 | Inheritance |
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