Position in HTB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,188,016
-$54,456 QoQ
Shares Held
98,195
-0.6% QoQ
Ownership
0.584%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in HTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CSM Advisors, LLC holds $216,136,243 across 31 Banks - Regional names. HTB ranks #21 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,043,614 | $54,278,364 | |
| 2 | HWC |
Hancock Whitney Corp
|
182,365 | $11,596,590 | |
| 3 | OFG |
Ofg Bancorp
|
244,353 | $9,886,522 | |
| 4 | CATY |
Cathay General Bancorp
|
197,372 | $9,840,967 | |
| 5 | ABCB |
Ameris Bancorp
|
116,678 | $9,099,717 | |
| 6 | IBOC |
International Bancshares Corp
|
131,745 | $8,865,121 | |
| 7 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
226,490 | $7,659,891 | |
| 8 | FFIC |
Flushing Financial Corp
|
458,350 | $7,040,256 |
All Filings in HTB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||