AXXCESS WEALTH MANAGEMENT, LLC
Position in CBSH — Commerce Bancshares Inc /Mo/
CIK 1911056
CARLSBAD, CA
Position in CBSH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$812,600
+$83,975 QoQ
Shares Held
14,071
+1.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#220
of 505 holders
Holding Since
Jun 2022
16 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $40,870,360 across 19 Banks - Regional names. CBSH ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHCO |
City Holding Co
|
106,738 | $14,157,728 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
92,489 | $6,480,704 | |
| 3 | TFC |
Truist Financial Corp
|
80,076 | $3,989,386 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
83,608 | $3,831,754 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,137 | $2,365,858 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,726 | $1,902,295 | |
| 7 | USB |
US Bancorp \De\
|
27,495 | $1,660,698 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
74,223 | $1,315,973 |
All Filings in CBSH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $812,600 | 14,071 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $728,625 | 13,921 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $788,473 | 13,194 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $816,478 | 13,133 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $813,657 | 13,075 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $811,152 | 13,018 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $733,650 | 12,351 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $685,926 | 12,297 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $650,955 | 12,236 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $650,052 | 12,171 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $527,185 | 11,537 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $532,082 | 11,472 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $634,014 | 11,409 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $736,322 | 11,358 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $678,927 | 10,775 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $833,754 | 13,335 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||