Position in CBU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,416
+$305 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#249
of 275 holders
Holding Since
Dec 2024
7 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, 2026High Note Wealth, LLC holds $788,330 across 36 Banks - Regional names. CBU ranks #27 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
|
2,623 | $374,459 | |
| 2 | USB |
US Bancorp De
|
2,716 | $164,046 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
243 | $59,831 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
1,424 | $25,247 | |
| 5 | TFC |
Truist Financial Corp
|
435 | $21,671 | |
| 6 | FITB |
Fifth Third Bancorp
|
314 | $17,700 | |
| 7 | KEY |
Keycorp /New/
|
587 | $13,530 | |
| 8 | ABCB |
Ameris Bancorp
|
90 | $8,123 |
All Filings in CBU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,416 | 36 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,111 | 36 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,067 | 36 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,111 | 36 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,047 | 36 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,046 | 36 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,220 | 36 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||