UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in CBSH — Commerce Bancshares Inc /Mo/

CIK 1463217 IRVING, TX

Position in CBSH

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$461,446

+$207,319 QoQ

Shares Held

9,379

+117.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $62,351,813 across 60 Banks - Regional names.

#	Ticker	Company	Shares	Value (USD)
1	QCRH	Qcr Holdings Inc	64,910	$6,318,988
2	PNC	Pnc Financial Services Group, Inc.	18,337	$4,514,936
3	USB	US Bancorp De	69,476	$4,196,350
4	FITB	Fifth Third Bancorp	73,291	$4,131,413
5	TFC	Truist Financial Corp	64,617	$3,219,218
6	MTB	M&T Bank Corp	11,256	$2,679,040
7	RF	Regions Financial Corp	72,185	$2,179,987
8	HDB	Hdfc Bank Ltd	80,347	$2,075,363

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$461,446	9,379	+139.3%	Shares	Defined	2026-05-15
2022-12-31	$254,127	3,920	-65.4%	Shares	Defined	2023-02-15
2022-09-30	$713,393	11,322	+8.1%	Shares	Defined	2022-11-14
2022-06-30	$654,623	10,470	-74.7%	Shares	Defined	2022-08-11
2022-03-31	$2,820,576	41,369	+72.4%	Shares	Defined	2022-05-16
2021-12-31	$1,571,003	23,997	+5.0%	Shares	Defined	2022-02-14
2021-09-30	$1,516,833	22,857	-0.5%	Shares	Defined	2021-11-15
2021-06-30	$1,630,804	22,966	+0.5%	Shares	Defined	2021-08-13
2021-03-31	$1,667,689	22,857	-86.0%	Shares	Defined	2021-05-14
2020-12-31	$10,190,892	162,868	+5.0%	Shares	Defined	2021-02-17
2020-09-30	$8,315,858	155,119	+0.0%	Shares	Defined	2020-11-13
2020-06-30	$8,785,417	155,115	0.0%	Shares	Defined	2020-08-13
2020-03-31	$7,438,125	155,115	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.