Outlook Wealth Advisors, LLC
Position in CBSH — Commerce Bancshares Inc /Mo/
CIK 1767151
SHENANDOAH, TX
Position in CBSH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$343,439
+$52,618 QoQ
Shares Held
5,947
+0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#314
of 505 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBSH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Outlook Wealth Advisors, LLC holds $343,439 across 1 Banks - Regional name. CBSH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
This page
|
5,947 | $343,439 |
All Filings in CBSH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,439 | 5,947 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $290,821 | 5,911 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $310,585 | 5,934 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $341,827 | 5,720 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $440,785 | 7,090 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $449,985 | 7,231 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $448,694 | 7,201 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $374,398 | 6,303 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $339,477 | 6,086 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $272,756 | 5,127 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $211,717 | 3,964 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||