Position in CBSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,217,427
+$527,791 QoQ
Shares Held
21,081
+50.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#186
of 508 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBSH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Allworth Financial LP holds $72,648,702 across 269 Banks - Regional names. CBSH ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
229,948 | $11,456,009 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
29,556 | $7,277,278 | |
| 3 | TCBK |
Trico Bancshares /
|
129,979 | $6,999,369 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
204,688 | $6,560,250 | |
| 5 | USB |
US Bancorp De
|
107,349 | $6,483,879 | |
| 6 | MTB |
M&T Bank Corp
|
24,699 | $5,878,608 | |
| 7 | CBC |
Central Bancompany, Inc.
|
162,310 | $4,930,977 | |
| 8 | FITB |
Fifth Third Bancorp
|
32,846 | $1,851,529 |
All Filings in CBSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,217,427 | 21,081 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $689,636 | 14,017 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $656,605 | 12,545 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $723,574 | 12,108 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $41,280 | 664 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $40,511 | 651 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $26,170 | 420 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $33,739 | 568 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $20,973 | 376 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,043 | 76 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,446 | 102 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $8,499 | 186 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,612 | 121 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $24,451 | 440 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,954 | 61 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,717 | 59 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,813 | 61 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,022 | 59 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,862 | 59 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,782 | 57 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,692 | 52 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,794 | 52 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,253 | 52 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,680 | 50 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,831 | 50 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $2,397 | 50 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||