Position in CBU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$447,138
+$89,213 QoQ
Shares Held
6,662
+9.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#151
of 276 holders
Holding Since
Mar 2024
8 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, 2026AE Wealth Management LLC holds $208,123,070 across 32 Banks - Regional names. CBU ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
1,836,913 | $32,568,433 | |
| 2 | USB |
US Bancorp \De\
|
528,495 | $31,921,061 | |
| 3 | TFC |
Truist Financial Corp
|
546,432 | $27,223,208 | |
| 4 | RF |
Regions Financial Corp
|
889,195 | $26,853,658 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
372,036 | $26,068,523 | |
| 6 | KEY |
Keycorp /New/
|
1,020,932 | $23,532,453 | |
| 7 | FNB |
Fnb Corp/Pa/
|
1,076,584 | $20,541,190 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
19,543 | $4,811,855 |
All Filings in CBU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,138 | 6,662 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $357,925 | 6,103 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $320,905 | 5,587 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $249,442 | 4,254 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $226,959 | 3,991 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $224,532 | 3,949 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $281,128 | 4,558 | Shares | Other | 2025-02-13 | |
| 2024-03-31 | $210,798 | 4,389 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||