Nicholson Wealth Management Group, LLC
Position in CBSH — Commerce Bancshares Inc /Mo/
CIK 2035982
CHARLESTOWN, SC
Position in CBSH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,871,793
+$250,949 QoQ
Shares Held
32,412
-1.6% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#156
of 510 holders
Holding Since
Sep 2024
8 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, 2026Nicholson Wealth Management Group, LLC holds $7,691,152 across 4 Banks - Regional names. CBSH ranks #2 (24.3% of the industry book) .
All Filings in CBSH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,871,793 | 32,412 | Shares | Sole | 2026-07-29 | |
| 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 | $1,537,983 | 25,736 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,300,968 | 20,926 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,288,908 | 20,712 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,269,255 | 20,370 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $730,739 | 12,302 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||