CBSH β€” COMMERCE BANCSHARES INC

Ownership history in EP Wealth Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

EP Wealth Advisors, LLC reported COMMERCE BANCSHARES INC (CBSH) in 3 quarterly 13F filings from 2024 Q4 through 2025 Q2. The latest visible filing shows CBSH at 0.00% 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 EP Wealth Advisors, LLC'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
2025 Q2

CBSH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

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 2025 Q2

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.

How EP Wealth Advisors, LLC held CBSH β€” position size vs. price
% of Fund (quarterly)    CBSH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 4,293 +319 +8.0% 0.00% $267K 2025-08-14 $58.10
2025 Q1 REDUCED 3,974 -258 -6.1% 0.00% $247K 2025-05-15 $61.24
2024 Q4 INITIATED 4,232 β€” β€” 0.00% $264K 2025-02-14 $61.14

FAQ About EP Wealth Advisors, LLC and CBSH

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

How long has EP Wealth Advisors, LLC reported owning CBSH?

EP Wealth Advisors, LLC reported CBSH across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q2.

What was the largest reported CBSH position in EP Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for CBSH was 0.00% in 2024 Q4.

What is the latest reported CBSH position on this page?

The most recent filing on this page is 2025 Q2, when EP Wealth Advisors, LLC reported 4,293 shares, equal to 0.00% of portfolio, with an estimated market value of $267K.

What does the chart on this CBSH ownership page compare?

The chart compares EP Wealth Advisors, LLC'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.

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