Position in CBSH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$251,096
-$48,925 QoQ
Shares Held
4,348
-28.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#346
of 505 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in CBSH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $746,044,510 across 68 Banks - Regional names. CBSH ranks #62 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,291,446 | $317,979,832 | |
| 2 | TFC |
Truist Financial Corp
|
4,354,869 | $216,959,573 | |
| 3 | USB |
US Bancorp De
|
891,123 | $53,823,829 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
10,069 | $20,951,473 | |
| 5 | FITB |
Fifth Third Bancorp
|
286,718 | $16,162,291 | |
| 6 | MTB |
M&T Bank Corp
|
67,136 | $15,979,038 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
804,646 | $14,266,372 | |
| 8 | RF |
Regions Financial Corp
|
467,828 | $14,128,405 |
All Filings in CBSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,096 | 4,348 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $300,021 | 6,098 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $356,695 | 6,815 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $730,864 | 12,230 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $757,975 | 12,192 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $774,513 | 12,446 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $838,941 | 13,464 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $871,160 | 14,666 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $945,023 | 16,942 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $908,336 | 17,074 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $908,608 | 17,012 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $981,851 | 21,487 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,236,515 | 26,660 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $1,726,768 | 31,073 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $2,055,906 | 31,713 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $1,977,742 | 31,388 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $2,183,390 | 34,921 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $3,192,093 | 46,818 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $3,567,342 | 54,491 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,468,270 | 52,263 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $3,780,404 | 53,238 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,815,831 | 52,299 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,260,723 | 52,112 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $2,572,505 | 47,986 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $3,390,637 | 59,865 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $3,595,319 | 74,977 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||