Position in CBSH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$739,488
+$157,601 QoQ
Shares Held
12,805
+8.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#228
of 505 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBSH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $66,885,207 across 30 Banks - Regional names. CBSH ranks #14 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
592,102 | $17,881,479 | |
| 2 | USB |
US Bancorp De
|
190,991 | $11,535,856 | |
| 3 | TFC |
Truist Financial Corp
|
188,800 | $9,406,015 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
30,363 | $7,475,977 | |
| 5 | MTB |
M&T Bank Corp
|
8,234 | $1,959,774 | |
| 6 | EWBC |
East West Bancorp Inc
|
12,212 | $1,576,447 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
697 | $1,450,310 | |
| 8 | FITB |
Fifth Third Bancorp
|
24,200 | $1,364,153 |
All Filings in CBSH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,488 | 12,805 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $581,887 | 11,827 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $574,954 | 10,985 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $624,491 | 10,450 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $535,967 | 8,621 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $470,707 | 7,564 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $504,648 | 8,099 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $497,118 | 8,369 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1 | 15 | Shares | Defined | 2024-08-12 | |
| 2023-03-31 | $88,747 | 1,597 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $103,920 | 1,603 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $95,459 | 1,515 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $91,097 | 1,457 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $97,839 | 1,435 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $93,944 | 1,435 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $37,428 | 564 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $1,046,680 | 14,740 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,082,972 | 14,843 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $906,160 | 14,482 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $704,697 | 13,145 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $766,539 | 13,534 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $636,087 | 13,265 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||