Position in CBC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$241,368
-$1,448 QoQ
Shares Held
10,078
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Summit Financial, LLC holds $18,773,571 across 20 Banks - Regional names. CBC ranks #16 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
78,727 | $3,657,656 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
51,906 | $2,553,775 | |
| 3 | USB |
US Bancorp De
|
43,361 | $2,255,205 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
10,795 | $2,246,331 | |
| 5 | RF |
Regions Financial Corp
|
82,240 | $2,148,108 | |
| 6 | TFC |
Truist Financial Corp
|
23,133 | $1,063,424 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
34,886 | $545,965 | |
| 8 | MTB |
M&T Bank Corp
|
2,537 | $524,448 |
All Filings in CBC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,368 | 10,078 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $242,816 | 10,067 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||