COLDSTREAM CAPITAL MANAGEMENT INC
Position in CBSH — Commerce Bancshares Inc /Mo/
CIK 1082339
BELLEVUE, WA
Position in CBSH
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,943,941
+$40,179 QoQ
Shares Held
39,511
+8.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in CBSH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $41,716,603 across 46 Banks - Regional names. CBSH ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
117,044 | $6,087,457 | |
| 2 | RF |
Regions Financial Corp
|
118,687 | $3,100,104 | |
| 3 | BANC |
Banc Of California, Inc.
|
139,092 | $2,445,236 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
10,949 | $2,278,377 | |
| 5 | OZK |
Bank OZK
|
43,947 | $2,016,727 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
This page
|
39,511 | $1,943,941 | |
| 7 | LYG |
Lloyds Banking Group plc
|
292,419 | $1,470,867 | |
| 8 | IBN |
Icici Bank Ltd
|
56,331 | $1,458,972 |
All Filings in CBSH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,943,941 | 39,511 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,903,762 | 36,373 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,017,498 | 35,448 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,028,399 | 34,258 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,034,151 | 34,322 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,412,288 | 40,650 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,028,707 | 37,654 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,837,628 | 36,321 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,707,660 | 35,389 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,367,972 | 28,238 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,136,059 | 27,410 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,021,895 | 24,291 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,219,949 | 24,203 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,396,356 | 23,747 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $1,252,063 | 22,078 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,306,414 | 21,125 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,003,072 | 33,733 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $822,913 | 14,355 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,206,118 | 35,965 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,003,266 | 15,918 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $955,253 | 17,673 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $610,320 | 13,838 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $633,383 | 13,593 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $576,292 | 14,608 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||