Position in CBSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$219,912
+$12,904 QoQ
Shares Held
3,808
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#369
of 505 holders
Holding Since
Sep 2024
6 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, 2026IHT Wealth Management, LLC holds $8,224,964 across 12 Banks - Regional names. CBSH ranks #11 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
|
11,977 | $1,776,787 | |
| 2 | UMBF |
Umb Financial Corp
|
8,378 | $1,196,043 | |
| 3 | USB |
US Bancorp \De\
|
16,457 | $994,002 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,524 | $867,678 | |
| 5 | TFC |
Truist Financial Corp
|
14,936 | $744,111 | |
| 6 | FITB |
Fifth Third Bancorp
|
12,808 | $721,986 | |
| 7 | MTB |
M&T Bank Corp
|
2,099 | $499,582 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
22,697 | $402,417 |
All Filings in CBSH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,912 | 3,808 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $207,008 | 3,464 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $213,118 | 3,428 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $208,470 | 3,350 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $229,861 | 3,689 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $414,909 | 6,985 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||