Cornerstone Wealth Management, LLC
Position in CBSH — Commerce Bancshares Inc /Mo/
CIK 1674117
ST. PETERS, MO
Position in CBSH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$835,007
+$88,102 QoQ
Shares Held
14,459
-4.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#217
of 505 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBSH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $7,121,819 across 7 Banks - Regional names. CBSH ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
54,542 | $3,294,336 | |
| 2 | EFSC |
Enterprise Financial Services Corp
|
13,564 | $893,596 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
This page
|
14,459 | $835,007 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,044 | $749,493 | |
| 5 | OZK |
Bank OZK
|
10,475 | $545,642 | |
| 6 | FITB |
Fifth Third Bancorp
|
9,164 | $516,574 | |
| 7 | RF |
Regions Financial Corp
|
9,509 | $287,171 |
All Filings in CBSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $835,007 | 14,459 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $746,905 | 15,181 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $755,004 | 14,425 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $823,194 | 13,775 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $918,561 | 14,775 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $932,641 | 14,987 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $946,240 | 15,186 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $847,995 | 14,276 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $840,939 | 15,076 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $802,043 | 15,076 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $808,092 | 15,130 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $658,605 | 14,413 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $666,401 | 14,368 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $802,728 | 14,445 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $862,474 | 13,688 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $855,825 | 13,688 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $933,260 | 13,688 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $896,107 | 13,688 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $865,491 | 13,042 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $926,106 | 13,042 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $951,568 | 13,042 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $816,057 | 13,042 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $549,658 | 10,253 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $580,710 | 10,253 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $491,655 | 10,253 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||