Position in CBSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,130,802
+$636,638 QoQ
Shares Held
19,581
+95.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#194
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, 2026NewEdge Advisors, LLC holds $151,872,239 across 115 Banks - Regional names. CBSH ranks #25 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
74,358 | $18,308,426 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
304,928 | $13,226,252 | |
| 3 | TFC |
Truist Financial Corp
|
253,065 | $12,607,698 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
160,994 | $11,280,849 | |
| 5 | RF |
Regions Financial Corp
|
314,859 | $9,508,741 | |
| 6 | USB |
US Bancorp De
|
115,430 | $6,971,972 | |
| 7 | FHN |
First Horizon Corp
|
240,924 | $6,177,291 | |
| 8 | FITB |
Fifth Third Bancorp
|
105,051 | $5,921,724 |
All Filings in CBSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,130,802 | 19,581 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $494,164 | 10,044 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $583,748 | 11,153 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $675,826 | 11,309 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,471,749 | 23,673 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $756,592 | 12,158 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,100,956 | 17,669 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $670,983 | 11,296 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $713,258 | 12,787 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $791,084 | 14,870 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $898,569 | 16,824 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $754,884 | 16,520 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $718,997 | 15,502 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $941,879 | 16,949 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $45,414 | 17,536 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $909,290 | 14,431 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $810,245 | 12,959 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $873,056 | 12,805 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $816,696 | 12,475 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $775,106 | 11,680 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $849,273 | 11,960 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $787,550 | 10,794 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $713,127 | 11,397 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $524,408 | 9,782 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $650,205 | 11,480 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $606,261 | 12,643 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||