Position in CBSH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$125,895
+$123,189 QoQ
Shares Held
2,180
+3863.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#382
of 508 holders
Holding Since
Mar 2020
25 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, 2026IFP Advisors, Inc holds $22,346,713 across 256 Banks - Regional names. CBSH ranks #35 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
14,200 | $3,496,324 | |
| 2 | MTB |
M&T Bank Corp
|
8,298 | $1,975,006 | |
| 3 | USB |
US Bancorp De
|
30,443 | $1,838,757 | |
| 4 | PGC |
Peapack Gladstone Financial Corp
|
26,547 | $1,256,469 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
25,034 | $1,235,928 | |
| 6 | WSBC |
Wesbanco Inc
|
25,294 | $987,224 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
9,945 | $696,846 | |
| 8 | NU |
Nu Holdings Ltd.
|
42,950 | $573,812 |
All Filings in CBSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,895 | 2,180 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,706 | 55 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,291 | 82 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,434 | 275 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $10,009 | 161 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,982 | 64 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,489 | 56 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,663 | 28 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $24,208 | 434 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,655 | 31 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $94,040 | 2,058 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $128,799 | 2,777 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $154,321 | 2,777 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $204,728 | 3,158 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $295,577 | 4,691 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $301,176 | 4,817 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $304,973 | 4,473 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $297,742 | 4,548 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $288,873 | 4,353 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $318,832 | 4,490 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $301,405 | 4,131 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $117,384 | 1,876 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $95,693 | 1,785 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $108,858 | 1,922 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $92,164 | 1,922 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||