Position in HTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,881,532
+$1,693,516 QoQ
Shares Held
117,890
+20.1% QoQ
Ownership
0.706%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#18
of 172 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in HTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CSM Advisors, LLC holds $313,100,839 across 40 Banks - Regional names. HTB ranks #24 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,040,134 | $62,824,093 | |
| 2 | HWC |
Hancock Whitney Corp
|
233,269 | $17,429,859 | |
| 3 | CATY |
Cathay General Bancorp
|
247,985 | $15,372,590 | |
| 4 | OFG |
Ofg Bancorp
|
307,009 | $15,064,931 | |
| 5 | OCFC |
Oceanfirst Financial Corp
|
734,313 | $14,341,132 | |
| 6 | ABCB |
Ameris Bancorp
|
146,609 | $13,232,928 | |
| 7 | IBOC |
International Bancshares Corp
|
165,542 | $12,572,914 | |
| 8 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
238,951 | $9,713,358 |
All Filings in HTB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,881,532 | 117,890 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,188,016 | 98,195 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,242,472 | 98,800 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,038,935 | 98,655 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,810,956 | 101,870 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||