Position in CBU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$692,745
+$121,319 QoQ
Shares Held
10,321
+5.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#129
of 276 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $66,885,207 across 30 Banks - Regional names. CBU ranks #18 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
592,102 | $17,881,479 | |
| 2 | USB |
US Bancorp De
|
190,991 | $11,535,856 | |
| 3 | TFC |
Truist Financial Corp
|
188,800 | $9,406,015 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
30,363 | $7,475,977 | |
| 5 | MTB |
M&T Bank Corp
|
8,234 | $1,959,774 | |
| 6 | EWBC |
East West Bancorp Inc
|
12,212 | $1,576,447 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
697 | $1,450,310 | |
| 8 | FITB |
Fifth Third Bancorp
|
24,200 | $1,364,153 |
All Filings in CBU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,745 | 10,321 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $571,426 | 9,743 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $489,100 | 8,515 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $447,950 | 7,639 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $301,808 | 5,307 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $269,345 | 4,737 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $315,800 | 5,120 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $265,728 | 4,576 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $162,213 | 3,436 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $129,440 | 2,695 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $99,790 | 1,915 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $105,060 | 2,489 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $56,818 | 1,212 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $28,712 | 547 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $13,282 | 211 | Shares | Defined | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||