Position in CBSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$834,603
+$128,928 QoQ
Shares Held
14,452
+0.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#219
of 508 holders
Holding Since
Sep 2023
12 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, 2026WCG Wealth Advisors LLC holds $8,347,346 across 6 Banks - Regional names. CBSH ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
395,257 | $3,786,562 | |
| 2 | CPF |
Central Pacific Financial Corp
|
32,007 | $1,222,667 | |
| 3 | EQBK |
Equity Bancshares Inc
|
19,663 | $963,290 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
This page
|
14,452 | $834,603 | |
| 5 | TFC |
Truist Financial Corp
|
15,994 | $796,821 | |
| 6 | USB |
US Bancorp \De\
|
12,308 | $743,403 |
All Filings in CBSH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,603 | 14,452 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $705,675 | 14,343 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $780,180 | 14,906 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,159,404 | 19,401 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,205,662 | 19,393 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,211,245 | 19,464 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,221,276 | 19,600 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $1,114,642 | 18,765 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,046,488 | 18,761 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $873,384 | 16,417 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,067,558 | 19,988 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $974,770 | 21,332 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||