CREATIVE FINANCIAL DESIGNS INC /ADV

Position in CBSH — Commerce Bancshares Inc /Mo/

CIK 819864 KOKOMO, IN

Position in CBSH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$526,737

+$95,893 QoQ

Shares Held

9,121

+4.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#268

of 505 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $6,828,808 across 41 Banks - Regional names. CBSH ranks #5 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	39,006	$1,943,278
2	HBAN	Huntington Bancshares Inc /Md/	99,253	$1,759,755
3	USB	US Bancorp De	15,736	$950,454
4	WSBC	Wesbanco Inc	13,771	$537,482
5	CBSH	Commerce Bancshares Inc /Mo/ This page	9,121	$526,737
6	FITB	Fifth Third Bancorp	6,776	$381,963
7	WTFC	Wintrust Financial Corp	977	$157,023
8	PNC	Pnc Financial Services Group, Inc.	352	$86,669

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$526,737	9,121	+4.2%	Shares	Sole	2026-07-28
2026-03-31	$430,844	8,757	+1903.9%	Shares	Sole	2026-04-13
2025-09-30	$26,115	437	-3.3%	Shares	Sole	2025-11-12
2025-06-30	$28,100	452	-1.3%	Shares	Sole	2025-08-04
2025-03-31	$28,501	458	-17.2%	Shares	Sole	2025-04-23
2024-12-31	$34,457	553	+2.0%	Shares	Sole	2025-02-10
2024-09-30	$32,194	542	-16.7%	Shares	Sole	2024-10-28
2024-06-30	$36,312	651	-4.0%	Shares	Sole	2024-08-06
2024-03-31	$36,069	678	+4.6%	Shares	Sole	2024-05-01
2023-12-31	$34,609	648	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.