MOSAIC FAMILY WEALTH PARTNERS, LLC
Position in CBSH — Commerce Bancshares Inc /Mo/
CIK 1965241
ST. LOUIS, MO
Position in CBSH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,376,468
+$986,588 QoQ
Shares Held
75,783
+10.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#95
of 505 holders
Holding Since
Mar 2026
2 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $8,706,558 across 7 Banks - Regional names. CBSH ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
This page
|
75,783 | $4,376,468 | |
| 2 | EFSC |
Enterprise Financial Services Corp
|
35,922 | $2,366,541 | |
| 3 | CBC |
Central Bancompany, Inc.
|
19,500 | $592,410 | |
| 4 | USB |
US Bancorp De
|
8,170 | $493,468 | |
| 5 | TFC |
Truist Financial Corp
|
7,310 | $364,184 | |
| 6 | THFF |
First Financial Corp /In/
|
3,516 | $272,279 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
7,526 | $241,208 |
All Filings in CBSH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,376,468 | 75,783 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,389,880 | 68,900 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||