Position in CBSH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$63,756
-$22,494 QoQ
Shares Held
1,104
-24.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#393
of 505 holders
Holding Since
Mar 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, 2026Continuum Advisory, LLC holds $2,453,013 across 45 Banks - Regional names. CBSH ranks #10 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
7,298 | $511,370 | |
| 2 | USB |
US Bancorp De
|
7,744 | $467,737 | |
| 3 | TFC |
Truist Financial Corp
|
5,915 | $294,685 | |
| 4 | RF |
Regions Financial Corp
|
9,065 | $273,763 | |
| 5 | LYG |
Lloyds Banking Group plc
|
37,450 | $218,333 | |
| 6 | KEY |
Keycorp /New/
|
6,416 | $147,888 | |
| 7 | WTFC |
Wintrust Financial Corp
|
597 | $95,949 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
367 | $90,362 |
All Filings in CBSH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,756 | 1,104 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $86,250 | 1,386 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $86,922 | 1,395 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $79,655 | 1,341 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $77,366 | 1,387 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $74,107 | 1,393 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||