Modern Wealth Management, LLC

Position in CBSH — Commerce Bancshares Inc /Mo/

CIK 2001900 KANSAS CITY, MO

Position in CBSH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,021,423

+$157,177 QoQ

Shares Held

17,687

+0.7% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#198

of 505 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Modern Wealth Management, LLC holds $16,740,525 across 21 Banks - Regional names. CBSH ranks #4 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GBCI	Glacier Bancorp, Inc.	100,791	$5,198,799
2	USB	US Bancorp \De\	39,614	$2,392,683
3	PNC	Pnc Financial Services Group, Inc.	5,095	$1,254,487
4	CBSH	Commerce Bancshares Inc /Mo/ This page	17,687	$1,021,423
5	TFC	Truist Financial Corp	16,605	$827,260
6	FITB	Fifth Third Bancorp	12,601	$710,317
7	SSB	SouthState Bank Corp	6,344	$633,763
8	RF	Regions Financial Corp	20,023	$604,693

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,021,423	17,687	+0.7%	Shares	Other	2026-08-14
2026-03-31	$864,246	17,566	+0.7%	Shares	Other	2026-05-14
2025-12-31	$912,598	17,436	+4.2%	Shares	Other	2026-02-17
2025-09-30	$1,000,082	16,735	-1.0%	Shares	Other	2025-11-12
2025-06-30	$1,050,609	16,899	-0.7%	Shares	Other	2025-11-12
2025-03-31	$1,059,092	17,019	+1.3%	Shares	Other	2025-06-02
2024-12-31	$1,046,745	16,799	+19.6%	Shares	Other	2025-05-30
2024-09-30	$834,154	14,043	+0.0%	Shares	Other	2025-05-30
2024-06-30	$782,927	14,036	-0.1%	Shares	Other	2025-05-29
2024-03-31	$747,726	14,055	+1.5%	Shares	Other	2025-05-29
2023-12-31	$739,834	13,852	—	Shares	Sole	2025-05-28
No filing history on record for this holder in this stock.