Position in CBU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,126,072
+$4,743 QoQ
Shares Held
16,777
-12.2% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 277 holders
Holding Since
Mar 2020
26 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, 2026HighTower Advisors, LLC holds $445,779,263 across 124 Banks - Regional names. CBU ranks #50 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,808,394 | $90,094,189 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
229,612 | $56,535,066 | |
| 3 | USB |
US Bancorp \De\
|
783,652 | $47,332,580 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
1,426,924 | $25,299,362 | |
| 5 | FITB |
Fifth Third Bancorp
|
285,187 | $16,075,991 | |
| 6 | HDB |
Hdfc Bank Ltd
|
583,795 | $15,079,424 | |
| 7 | MTB |
M&T Bank Corp
|
54,108 | $12,878,245 | |
| 8 | NU |
Nu Holdings Ltd.
|
890,159 | $11,892,524 |
All Filings in CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126,072 | 16,777 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,121,329 | 19,119 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $964,532 | 16,792 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $983,803 | 16,777 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $968,496 | 17,030 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $975,092 | 17,149 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $979,478 | 15,880 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $944,740 | 16,269 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $761,638 | 16,133 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $789,805 | 16,444 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $856,479 | 16,436 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $737,324 | 17,468 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,084,053 | 23,124 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,193,045 | 22,729 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,251,005 | 19,873 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,193,369 | 19,863 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,294,265 | 20,453 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,444,879 | 20,597 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,493,845 | 20,057 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,729,110 | 25,272 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,917,727 | 25,350 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,590,022 | 20,725 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,290,066 | 20,704 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,142,516 | 20,979 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,208,082 | 21,187 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,267,375 | 21,554 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||