Position in NBTB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,680,452
+$850,825 QoQ
Shares Held
135,314
-1.2% QoQ
Ownership
0.260%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#34
of 285 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in NBTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $313,294,370 across 127 Banks - Regional names. NBTB ranks #10 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
152,886 | $37,643,590 | |
| 2 | USB |
US Bancorp \De\
|
606,349 | $36,623,479 | |
| 3 | TFC |
Truist Financial Corp
|
598,369 | $29,810,743 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
87,174 | $13,470,126 | |
| 5 | MTB |
M&T Bank Corp
|
55,678 | $13,251,920 | |
| 6 | FITB |
Fifth Third Bancorp
|
199,782 | $11,261,711 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
548,854 | $9,731,181 | |
| 8 | INDB |
Independent Bank Corp
|
98,821 | $8,273,294 |
All Filings in NBTB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,680,452 | 135,314 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,829,627 | 136,910 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,700,903 | 137,305 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,621,382 | 158,558 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,582,558 | 158,425 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,619,814 | 130,998 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,261,383 | 131,101 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,475,010 | 123,785 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4,856,381 | 125,813 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,844,437 | 132,073 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $5,541,717 | 132,229 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,010,813 | 126,564 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,715,716 | 116,663 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,924,990 | 116,434 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,852,315 | 111,753 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,223,455 | 111,290 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,174,970 | 111,066 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,015,271 | 111,134 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,282,075 | 111,165 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,004,841 | 110,876 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,962,922 | 110,173 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,287,534 | 107,457 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,465,772 | 107,968 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,699,942 | 100,669 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,110,666 | 101,127 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,203,468 | 98,903 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||