Clark & Stuart, Inc CBSH — COMMERCE BANCSHARES INC

Ownership history in Clark & Stuart, Inc  ·  6 quarters on record

AI Ownership Summary

Clark & Stuart, Inc reported COMMERCE BANCSHARES INC (CBSH) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 3.99% in 2025 Q2. The latest visible filing shows CBSH at 2.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CBSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clark & Stuart, Inc's position in COMMERCE BANCSHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CBSH was reported at 2.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.99% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CBSH stock page Clark & Stuart, Inc fund profile Clark & Stuart, Inc full holdings
How Clark & Stuart, Inc held CBSH — position size vs. price
% of Fund (quarterly)    CBSH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 83,929 -1,812 -2.1% 2.78% $4.1M 2026-04-13 $50.91
2025 Q4 ADDED — — — 85,741 +1,441 +1.7% 3.09% $4.5M 2026-01-07 $53.43
2025 Q3 REDUCED — — — 84,300 -936 -1.1% 3.60% $5.0M 2025-10-15 $53.40
2025 Q2 ADDED — — — 85,236 +135 +0.2% 3.99% $5.3M 2025-07-23 $58.79
2025 Q1 REDUCED — — — 85,101 -235 -0.3% 3.86% $5.3M 2025-04-21 $54.86
2024 Q4 INITIATED — — — 85,336 — — 3.89% $5.3M 2025-01-13 $57.42

🏢 Other funds also holding CBSH

As of 2026 Q1 — sorted by position size

STRATEGIC VALUE BANK PARTNERS LLC 3Y 18.84% SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 3.8% Boston Trust Walden Corp 3Y 7Y 0.78% Cushing Capital Partners, LLC 0.4% Peregrine Asset Advisers, Inc. 3Y 7Y 0.35% MQS Management LLC 3Y 0.33% PFW Advisors LLC 0.33% Stonebridge Financial Group, LLC 0.31% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 0.26% ATWOOD & PALMER INC 3Y 7Y 0.2%

FAQ About Clark & Stuart, Inc and CBSH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clark & Stuart, Inc reported owning CBSH?

Clark & Stuart, Inc reported CBSH across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CBSH position in Clark & Stuart, Inc's portfolio?

The largest reported portfolio weight for CBSH was 3.99% in 2025 Q2.

What is the latest reported CBSH position on this page?

The most recent filing on this page is 2026 Q1, when Clark & Stuart, Inc reported 83,929 shares, equal to 2.78% of portfolio, with an estimated market value of $4.1M.

What does the chart on this CBSH ownership page compare?

The chart compares Clark & Stuart, Inc's quarterly CBSH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Clark & Stuart, Inc time their CBSH position?

Based on 13F filing dates vs. subsequent CBSH price moves, Clark & Stuart, Inc correctly timed 0 out of 5 reported position changes (0%). The annualised alpha on CBSH relative to SPY over the holding period was -21.4%.

← Back to Clark & Stuart, Inc Holdings