This Newly Public Bank Just Got a $177 Million Vote of Confidence From One Fund

1 day ago 2

Jonathan Ponciano, The Motley Fool

Tue, February 3, 2026 astatine 4:55 AM CST 4 min read

Central Trust Co established a caller presumption successful Central Bancompany, Inc. (NASDAQ:CBC) during the 4th quarter, acquiring 7,338,237 shares worthy an estimated $177.00 cardinal commercialized based connected quarterly mean pricing.

According to a SEC filing dated February 2, Central Trust Co initiated a caller holding successful Central Bancompany, Inc. during the 4th quarter, buying 7,338,237 shares. The end-of-quarter involvement was valued astatine $177.00 million.

This caller presumption accounts for 3.47% of Central Trust Co’s reportable U.S. equity assets nether absorption arsenic of December 31.

Top 5 money holdings aft the filing:

NYSEMKT: CEF: $338.53 cardinal (6.63% of AUM)
NASDAQ: AAPL: $270.83 cardinal (5.31% of AUM)
NYSEMKT: SCHP: $202.21 cardinal (3.96% of AUM)
NASDAQ: CBC: $177.00 cardinal (3.47% of AUM)
NASDAQ: AVGO: $150.44 cardinal (2.95% of AUM)

As of the astir caller quote, CBC shares were priced astatine $24.90. The shares began trading connected the Nasdaq Global Select Market successful November astatine $21 per share.

Metric

Value

Price (as of February 3)	$24.90
Revenue	$897.71 million
Market capitalization	$5.50 billion

Central Bancompany offers a broad suite of assemblage banking products and services, including checking and savings accounts, idiosyncratic and commercialized loans, mortgages, recognition cards, brokerage, retirement, trust, insurance, and wealthiness absorption solutions.
The institution operates a multi-bank holding institution exemplary providing assemblage banking, financial, and wealthiness absorption services.
It serves individuals, businesses, firm clients, and authorities entities chiefly crossed Missouri, Kansas, Illinois, Iowa, Oklahoma, Colorado, North Carolina, Tennessee, and Florida.

Central Bancompany, Inc. is simply a starring determination fiscal instauration with a diversified portfolio of banking and fiscal services. The company's standard supports its strategy of delivering tailored solutions to a wide lawsuit base. Its competitory vantage lies successful its integrated work offerings and established determination footprint, enabling beardown relationships with some retail and commercialized customers.

In a portfolio anchored by closed-end funds, ostentation protection, and mega-cap equities, adding a ample determination slope is often astir income durability and balance-sheet strength, not short-term momentum, and Central Bancompany’s fundamentals enactment that framing. In its astir caller quarterly release, the slope reported nett income of $107.6 million, bringing full-year net to $390.9 million, alongside a instrumentality connected assets of 2.17%, up from 2.02% successful the erstwhile quarter.

Central Bancompany, whose listing is lone a mates of months old, present sits alongside Apple, Broadcom, and gold-linked vehicles arsenic a meaningful allocation, signaling assurance that determination banking tin inactive present charismatic risk-adjusted returns adjacent successful a higher-rate environment.

In the latest net release, CEO John “JR” Ross pointed to grounds profitability past twelvemonth and a absorption connected "prudently increasing the business," gathering retired technology, and "thoughtfully" deploying excess superior successful 2026. For semipermanent investors, the takeaway is subtle but important. Not each slope stake is astir complaint cuts. Some are astir underwriting discipline, deposit stability, and compounding quietly. With each of that said, this lawsuit looks similar the latter.