Position in CBSH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$284,071
+$65,230 QoQ
Shares Held
4,919
+10.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#331
of 505 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in CBSH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRUST POINT INC. holds $6,630,860 across 16 Banks - Regional names. CBSH ranks #10 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
23,475 | $1,417,890 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,969 | $731,027 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
52,359 | $501,599 | |
| 4 | TFC |
Truist Financial Corp
|
9,751 | $485,794 | |
| 5 | AUB |
Atlantic Union Bankshares Corp
|
11,431 | $483,645 | |
| 6 | LYG |
Lloyds Banking Group plc
|
65,773 | $383,456 | |
| 7 | HWC |
Hancock Whitney Corp
|
4,816 | $359,851 | |
| 8 | UMBF |
Umb Financial Corp
|
2,191 | $312,786 |
All Filings in CBSH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,071 | 4,919 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $218,841 | 4,448 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $245,422 | 4,689 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $219,857 | 3,679 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $242,338 | 3,898 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $265,473 | 4,266 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $616,370 | 9,892 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $334,838 | 5,637 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $306,678 | 5,498 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $314,039 | 5,903 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $302,674 | 5,667 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||