Nicholson Wealth Management Group, LLC
Position in CBSH — Commerce Bancshares Inc /Mo/
CIK 2035982
CHARLESTOWN, SC
Position in CBSH
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,620,844
-$171,905 QoQ
Shares Held
32,944
-3.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Nicholson Wealth Management Group, LLC holds $6,894,530 across 4 Banks - Regional names. CBSH ranks #2 (23.5% of the industry book) .
All Filings in CBSH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,620,844 | 32,944 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,792,749 | 34,252 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,464,746 | 25,736 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,239,017 | 20,926 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,227,531 | 20,712 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,208,814 | 20,370 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $662,802 | 12,302 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||