Marshall Financial Group, LLC

Position in CBSH — Commerce Bancshares Inc /Mo/

CIK 1841496 Hunt Valley, MD

Position in CBSH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$254,850

-$712,618 QoQ

Shares Held

4,413

-77.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#344

of 508 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Marshall Financial Group, LLC holds $5,219,098 across 6 Banks - Regional names. CBSH ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EWBC	East West Bancorp Inc	13,033	$1,682,429
2	CFR	Cullen/Frost Bankers, Inc.	9,792	$1,513,059
3	BCH	Bank Of Chile	20,368	$809,831
4	BSAC	Banco Santander Chile	22,436	$738,817
5	CBSH	Commerce Bancshares Inc /Mo/ This page	4,413	$254,850
6	BAP	Credicorp Ltd	565	$220,112

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,850	4,413	-77.6%	Shares	Sole	2026-07-20
2026-03-31	$967,468	19,664	+1.5%	Shares	Sole	2026-04-13
2025-12-31	$1,014,035	19,374	-1.4%	Shares	Sole	2026-01-09
2025-09-30	$1,174,344	19,651	+3.8%	Shares	Sole	2025-10-08
2025-06-30	$1,176,504	18,924	-5.5%	Shares	Sole	2025-07-10
2025-03-31	$1,245,845	20,020	+4.2%	Shares	Sole	2025-04-16
2024-12-31	$1,197,723	19,222	+5.3%	Shares	Sole	2025-01-21
2024-09-30	$1,084,466	18,257	+1.2%	Shares	Sole	2024-10-16
2024-06-30	$1,005,936	18,034	+59.2%	Shares	Sole	2024-07-19
2023-09-30	$517,726	11,330	+1.4%	Shares	Sole	2023-10-19
2023-06-30	$518,400	11,177	+6.7%	Shares	Sole	2023-07-17
2023-03-31	$582,388	10,480	—	Shares	Sole	2023-04-18
No filing history on record for this holder in this stock.