Waterford Advisors, LLC
Position in CBSH — Commerce Bancshares Inc /Mo/
CIK 1960657
ORCHARD PARK, NY
Position in CBSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,590,838
+$383,579 QoQ
Shares Held
44,863
0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
4.78%
of 13F equity value
Holder Rank
#124
of 505 holders
Holding Since
Dec 2025
3 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, 2026Waterford Advisors, LLC holds $4,623,669 across 3 Banks - Regional names. CBSH ranks #1 (56.0% of the industry book) .
All Filings in CBSH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,590,838 | 44,863 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,207,259 | 44,863 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,348,129 | 44,863 | Shares | Sole | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||