COLDSTREAM CAPITAL MANAGEMENT INC
Position in CBSH — Commerce Bancshares Inc /Mo/
CIK 1082339
BELLEVUE, WA
Position in CBSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,176,770
+$232,829 QoQ
Shares Held
37,693
-4.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#145
of 510 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in CBSH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $43,367,068 across 51 Banks - Regional names. CBSH ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
93,828 | $5,667,210 | |
| 2 | RF |
Regions Financial Corp
|
116,229 | $3,510,115 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
11,317 | $2,786,470 | |
| 4 | OZK |
Bank OZK
|
42,346 | $2,205,803 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
This page
|
37,693 | $2,176,770 | |
| 6 | FITB |
Fifth Third Bancorp
|
29,012 | $1,635,406 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
19,453 | $1,363,071 | |
| 8 | MTB |
M&T Bank Corp
|
5,123 | $1,219,324 |
All Filings in CBSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,176,770 | 37,693 | Shares | Sole | 2026-08-14 | |
| 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 | $2,118,373 | 35,448 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,129,819 | 34,258 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,135,859 | 34,322 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,532,903 | 40,650 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,236,649 | 37,654 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,025,985 | 36,321 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,882,696 | 35,389 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,508,190 | 28,238 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,252,505 | 27,410 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,126,639 | 24,291 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,344,994 | 24,203 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,539,483 | 23,747 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $1,380,399 | 22,078 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,440,321 | 21,125 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,208,387 | 33,733 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $952,625 | 14,355 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,553,857 | 35,965 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,161,406 | 15,918 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $1,105,825 | 17,673 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $741,848 | 13,838 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $769,881 | 13,593 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $700,487 | 14,608 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||