Position in CBSH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,756,059
-$891,461 QoQ
Shares Held
82,356
-28.3% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 505 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CBSH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. CBSH ranks #34 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp De
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in CBSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,756,059 | 82,356 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,647,520 | 114,787 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,325,961 | 101,757 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,408,903 | 107,244 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,906,027 | 111,083 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,752,767 | 108,513 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,772,762 | 76,597 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,937,748 | 66,292 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,551,679 | 63,673 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,679,580 | 69,165 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,079,345 | 76,378 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,011,359 | 65,901 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,042,127 | 65,590 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,988,026 | 71,764 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,676,925 | 72,143 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,413,187 | 70,040 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,298,884 | 68,756 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,769,323 | 69,951 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,347,965 | 51,140 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,219,215 | 48,510 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,766,842 | 53,047 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,720,106 | 50,987 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,863,834 | 45,769 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,019,063 | 19,009 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,152,868 | 20,355 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $914,642 | 19,074 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||