Position in CBU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,903,544
+$692,557 QoQ
Shares Held
43,259
+14.8% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 276 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. CBU ranks #49 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp \De\
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,903,544 | 43,259 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,210,987 | 37,698 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,793,678 | 31,227 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,924,388 | 32,817 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,686,422 | 29,654 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,586,052 | 27,894 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,445,224 | 23,431 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,357,676 | 23,380 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,288,172 | 27,286 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,289,125 | 26,840 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $964,139 | 18,502 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $785,696 | 18,614 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $868,076 | 18,517 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $962,194 | 18,331 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,063,666 | 16,897 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,050,198 | 17,480 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,106,071 | 17,479 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $931,592 | 13,280 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,042,645 | 13,999 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $963,969 | 14,089 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,143,752 | 15,119 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,057,937 | 26,824 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,537,623 | 24,677 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,286,835 | 23,629 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,296,178 | 22,732 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,334,230 | 22,691 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||