Position in CBAN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$119,274
+$713 QoQ
Shares Held
5,937
0.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#100
of 147 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $11,540,311 across 20 Banks - Regional names. CBAN ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
67,027 | $3,339,285 | |
| 2 | ABCB |
Ameris Bancorp
|
26,665 | $2,406,782 | |
| 3 | SSB |
SouthState Bank Corp
|
18,319 | $1,830,068 | |
| 4 | USB |
US Bancorp De
|
22,637 | $1,367,274 | |
| 5 | RF |
Regions Financial Corp
|
22,398 | $676,419 | |
| 6 | MTB |
M&T Bank Corp
|
2,663 | $633,820 | |
| 7 | SFBS |
ServisFirst Bancshares, Inc.
|
12,000 | $520,500 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
3,536 | $356,711 |
All Filings in CBAN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,274 | 5,937 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $118,561 | 5,937 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $105,797 | 5,937 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $100,988 | 5,937 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $97,782 | 5,937 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $95,882 | 5,937 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $95,823 | 5,937 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $92,142 | 5,937 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $72,728 | 5,937 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $68,275 | 5,937 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $78,962 | 5,937 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $59,310 | 5,937 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $55,926 | 5,937 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $60,557 | 5,937 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $75,340 | 5,937 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $77,359 | 5,937 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $89,589 | 5,937 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $110,843 | 5,937 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $101,344 | 5,937 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $110,546 | 5,937 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $106,034 | 5,937 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $92,617 | 5,937 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $86,977 | 5,937 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||