Waterfront Wealth Inc.

Position in CBSH — Commerce Bancshares Inc /Mo/

CIK 1775210 OVERLAND PARK, KS

Position in CBSH

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$7,842,565

+$1,040,469 QoQ

Shares Held

135,802

-1.8% QoQ

Ownership

0.095%

of shares outstanding

% of Portfolio

1.99%

of 13F equity value

Holder Rank

#67

of 505 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterfront Wealth Inc. holds $10,456,273 across 4 Banks - Regional names. CBSH ranks #1 (75.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBSH	Commerce Bancshares Inc /Mo/ This page	135,802	$7,842,565
2	FRME	First Merchants Corp	28,440	$1,242,543
3	DB	Deutsche Bank Aktiengesellschaft	24,542	$828,537
4	QCRH	Qcr Holdings Inc	5,574	$542,628

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,842,565	135,802	-1.8%	Shares	Sole	2026-07-30
2026-03-31	$6,802,096	138,254	-1.5%	Shares	Sole	2026-04-30
2025-12-31	$7,342,778	140,290	+3.8%	Shares	Sole	2026-01-27
2025-09-30	$8,073,219	135,094	-0.5%	Shares	Sole	2025-11-06
2025-06-30	$8,440,071	135,758	-0.5%	Shares	Sole	2025-08-04
2025-03-31	$8,493,466	136,485	-1.0%	Shares	Sole	2025-04-25
2024-12-31	$8,587,819	137,824	-0.8%	Shares	Sole	2025-02-03
2024-09-30	$8,249,717	138,884	-0.8%	Shares	Sole	2024-10-31
2024-06-30	$7,810,649	140,026	-1.2%	Shares	Sole	2024-08-01
2024-03-31	$7,541,211	141,752	-1.3%	Shares	Sole	2024-05-13
2023-12-31	$7,671,164	143,628	+4.5%	Shares	Sole	2024-01-31
2023-09-30	$6,278,475	137,399	+0.0%	Shares	Sole	2023-11-09
2023-06-30	$6,370,935	137,361	-1.1%	Shares	Sole	2023-07-28
2023-03-31	$7,719,812	138,917	-0.2%	Shares	Sole	2023-04-19
2022-12-31	$9,023,095	139,184	+4.5%	Shares	Sole	2023-01-31
2022-09-30	$8,394,822	133,231	-0.1%	Shares	Sole	2022-11-02
2022-06-30	$8,336,293	133,330	-0.1%	Shares	Sole	2022-07-25
2022-03-31	$9,100,038	133,469	-0.6%	Shares	Sole	2022-05-13
2021-12-31	$8,792,370	134,303	+4.9%	Shares	Sole	2022-02-14
2021-09-30	$8,499,034	128,071	-0.0%	Shares	Sole	2021-11-02
2021-06-30	$9,095,326	128,086	-0.1%	Shares	Sole	2021-08-04
2021-03-31	$9,350,500	128,156	-0.1%	Shares	Sole	2021-04-23
2020-12-31	$8,026,294	128,274	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.