Virginia Estate & Retirement Planning Advisors Inc.
PensionPosition in CBSH — Commerce Bancshares Inc /Mo/
CIK 2115327
GLEN ALLEN, VA
Position in CBSH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$40,598
+$6,011 QoQ
Shares Held
703
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#400
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, 2026Virginia Estate & Retirement Planning Advisors Inc. holds $56,515 across 3 Banks - Regional names. CBSH ranks #1 (71.8% of the industry book) .
All Filings in CBSH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,598 | 703 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $34,587 | 703 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||