Position in CBSH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$373,624
+$170,453 QoQ
Shares Held
7,594
+121.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 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, 2026Convergence Financial, LLC holds $2,712,631 across 3 Banks - Regional names.
All Filings in CBSH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $373,624 | 7,594 | Shares | Sole | 2026-05-11 | |
| 2025-06-30 | $203,171 | 3,268 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||