Position in CBSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$200,334
New position
Shares Held
3,469
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#375
of 505 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Rothschild Wealth LLC holds $3,941,355 across 10 Banks - Regional names. CBSH ranks #9 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
11,799 | $826,755 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,921 | $719,208 | |
| 3 | USB |
US Bancorp \De\
|
8,177 | $493,890 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,853 | $489,570 | |
| 5 | PB |
Prosperity Bancshares Inc
|
5,220 | $381,216 | |
| 6 | KEY |
Keycorp /New/
|
11,968 | $275,862 | |
| 7 | WAL |
Western Alliance Bancorporation
|
2,870 | $235,914 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
12,937 | $229,373 |
All Filings in CBSH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,334 | 3,469 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||