Position in CBSH
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$705,675
-$74,505 QoQ
Shares Held
14,343
-3.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CBSH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026WCG Wealth Advisors LLC holds $9,244,913 across 6 Banks - Regional names. CBSH ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
296,610 | $4,641,946 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
206,688 | $1,641,102 | |
| 3 | EQBK |
Equity Bancshares Inc
|
19,628 | $871,679 | |
| 4 | TFC |
Truist Financial Corp
|
16,024 | $736,623 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
This page
|
14,343 | $705,675 | |
| 6 | USB |
US Bancorp De
|
12,457 | $647,888 |
All Filings in CBSH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $1,104,194 | 19,401 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,148,249 | 19,393 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,153,567 | 19,464 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,163,120 | 19,600 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $1,011,013 | 18,765 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $949,195 | 18,761 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $792,185 | 16,417 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $968,306 | 19,988 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $884,145 | 21,332 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||