Position in CBSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,595,112
-$215,840 QoQ
Shares Held
27,621
-25.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#167
of 505 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in CBSH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,952,805,973 across 105 Banks - Regional names. CBSH ranks #35 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
4,513,535 | $272,617,510 | |
| 2 | TFC |
Truist Financial Corp
|
4,442,893 | $221,344,923 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
819,060 | $201,668,950 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,818,045 | $183,404,378 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,814,642 | $149,163,570 | |
| 6 | FITB |
Fifth Third Bancorp
|
1,609,084 | $90,704,062 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
4,685,482 | $83,073,592 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,133,549 | $79,427,774 |
All Filings in CBSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,595,112 | 27,621 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,810,952 | 36,808 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,260,616 | 43,191 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $2,159,606 | 36,138 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,311,975 | 37,188 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $2,416,765 | 38,836 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,420,681 | 38,849 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,484,940 | 41,834 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,720,579 | 66,701 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,007,342 | 37,732 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,115,726 | 39,613 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,812,133 | 39,657 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,305,549 | 49,709 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $2,489,430 | 44,797 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $2,686,169 | 41,435 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $677,855 | 10,758 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,267,672 | 36,269 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,396,966 | 35,156 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $2,396,994 | 36,614 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,454,075 | 67,118 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,682,667 | 37,779 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,572,488 | 35,258 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,246,252 | 35,899 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,032,066 | 37,905 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,225,082 | 39,286 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,666,821 | 34,760 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||