SPEECE THORSON CAPITAL GROUP INC
Position in CBSH — Commerce Bancshares Inc /Mo/
CIK 900169
MINNETONKA, MN
Position in CBSH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$19,198,525
+$2,537,634 QoQ
Shares Held
332,442
-1.8% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
4.10%
of 13F equity value
Holder Rank
#44
of 505 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBSH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SPEECE THORSON CAPITAL GROUP INC holds $34,403,793 across 2 Banks - Regional names. CBSH ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
This page
|
332,442 | $19,198,525 | |
| 2 | MTB |
M&T Bank Corp
|
63,885 | $15,205,268 |
All Filings in CBSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,198,525 | 332,442 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $16,660,891 | 338,636 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $18,734,370 | 357,936 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $13,939,919 | 233,265 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $14,671,865 | 235,996 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $14,389,575 | 231,232 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $14,654,637 | 235,189 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,370,536 | 225,093 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $12,585,919 | 225,635 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $12,220,526 | 229,709 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $12,432,447 | 232,774 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $7,745,703 | 169,508 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $7,870,663 | 169,696 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $9,530,384 | 171,498 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $9,003,063 | 138,875 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,924,999 | 109,904 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,658,906 | 106,502 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $7,221,040 | 105,910 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,826,605 | 119,551 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $7,529,221 | 113,457 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $8,060,575 | 113,514 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,322,394 | 114,065 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,177,825 | 114,714 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,947,978 | 110,950 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $6,253,808 | 110,417 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $5,358,960 | 111,756 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||