CBSH — COMMERCE BANCSHARES INC

Ownership history in Compound Planning, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in COMMERCE BANCSHARES INC (CBSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,144 +442 +11.9% 0.01% $248K $56.32
2025 Q2 ADDED 3,702 +335 +9.9% 0.01% $230K $58.33
2025 Q1 INITIATED 3,367 — — 0.01% $210K $58.13
% of Fund (quarterly)    CBSH price (monthly, adj. close)

Other funds also holding CBSH

As of 2025 Q4 — sorted by position size

SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 4.06% NFJ INVESTMENT GROUP, LLC 3Y 1.52% MTM Investment Management, LLC 3Y 1.47% Waterfront Wealth Inc. 3Y 1.41% Boxwood Ventures, Inc. 3Y 1.32% Paragon Capital Management LLC 3Y 7Y 1.13% Nicholson Wealth Management Group, LLC 1.05% Numerai GP LLC 3Y 1.04% Waterford Advisors, LLC 3Y 1.01% MATTERN CAPITAL MANAGEMENT, LLC 3Y 1.0%
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