Position in CBK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,584
+$696 QoQ
Shares Held
111
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 96 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $6,600,650 across 24 Banks - Regional names. CBK ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFBS |
ServisFirst Bancshares, Inc.
|
51,130 | $2,217,763 | |
| 2 | RF |
Regions Financial Corp
|
54,286 | $1,639,437 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
6,144 | $619,806 | |
| 4 | FHN |
First Horizon Corp
|
21,239 | $544,567 | |
| 5 | TFC |
Truist Financial Corp
|
8,078 | $402,445 | |
| 6 | SMBK |
Smartfinancial Inc.
|
7,332 | $344,017 | |
| 7 | OZK |
Bank OZK
|
4,520 | $235,446 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
5,715 | $101,326 |
All Filings in CBK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,584 | 111 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,888 | 111 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||