Position in CBSH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$388,137
+$38,079 QoQ
Shares Held
6,721
-5.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#301
of 505 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CBSH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $82,174,146 across 29 Banks - Regional names. CBSH ranks #19 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
80,622 | $19,850,748 | |
| 2 | USB |
US Bancorp De
|
285,182 | $17,224,992 | |
| 3 | HOMB |
Home Bancshares Inc
|
251,912 | $7,192,087 | |
| 4 | TFC |
Truist Financial Corp
|
127,776 | $6,365,800 | |
| 5 | FHN |
First Horizon Corp
|
246,623 | $6,323,413 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
2,901 | $6,036,371 | |
| 7 | SFNC |
Simmons First National Corp
|
150,442 | $3,407,511 | |
| 8 | RF |
Regions Financial Corp
|
79,276 | $2,394,135 |
All Filings in CBSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,137 | 6,721 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $350,058 | 7,115 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $392,550 | 7,500 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $444,315 | 7,435 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $455,705 | 7,330 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $466,165 | 7,491 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $712,390 | 11,433 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $647,163 | 10,895 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $608,950 | 10,917 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $583,391 | 10,966 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $591,354 | 11,072 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $482,267 | 10,554 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $539,317 | 11,628 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $620,788 | 11,171 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $733,081 | 11,308 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $722,152 | 11,461 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $725,088 | 11,597 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $2,298,378 | 33,710 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $5,215,926 | 79,673 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $5,133,955 | 77,363 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $5,358,307 | 75,459 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $5,361,529 | 73,484 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,029,228 | 64,394 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $3,771,002 | 70,342 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,994,967 | 70,535 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $3,393,058 | 70,759 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||