Position in CBSH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,045,794
+$687,372 QoQ
Shares Held
18,109
+148.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#197
of 505 holders
Holding Since
Dec 2024
7 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, 2026HB Wealth Management, LLC holds $91,247,529 across 69 Banks - Regional names. CBSH ranks #16 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
252,376 | $15,243,510 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
55,497 | $13,664,471 | |
| 3 | FITB |
Fifth Third Bancorp
|
127,438 | $7,183,680 | |
| 4 | TFC |
Truist Financial Corp
|
136,250 | $6,787,975 | |
| 5 | RF |
Regions Financial Corp
|
123,329 | $3,724,535 | |
| 6 | TRMK |
Trustmark Corp
|
67,330 | $3,097,853 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
36,686 | $2,570,588 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
125,261 | $2,220,877 |
All Filings in CBSH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,045,794 | 18,109 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $358,422 | 7,285 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $303,310 | 5,795 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $300,234 | 5,024 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $252,161 | 4,056 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $241,576 | 3,882 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $206,059 | 3,307 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||