Position in CBSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,881,956
-$1,076,036 QoQ
Shares Held
49,904
-38.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#120
of 508 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in CBSH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $522,687,392 across 99 Banks - Regional names. CBSH ranks #21 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
642,044 | $158,084,073 | |
| 2 | USB |
US Bancorp De
|
947,565 | $57,232,926 | |
| 3 | TFC |
Truist Financial Corp
|
780,678 | $38,893,377 | |
| 4 | NU |
Nu Holdings Ltd.
|
2,668,282 | $35,648,247 | |
| 5 | MTB |
M&T Bank Corp
|
111,944 | $26,643,791 | |
| 6 | KEY |
Keycorp /New/
|
954,910 | $22,010,675 | |
| 7 | WAL |
Western Alliance Bancorporation
|
192,215 | $15,800,073 | |
| 8 | FITB |
Fifth Third Bancorp
|
251,123 | $14,155,803 |
All Filings in CBSH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,881,956 | 49,904 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,957,992 | 80,447 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,043,893 | 77,262 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,009,370 | 33,624 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,323,474 | 21,288 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,318,032 | 21,180 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,315,178 | 21,107 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $1,094,802 | 18,431 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,392,156 | 24,958 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||