NFJ INVESTMENT GROUP, LLC CBSH — COMMERCE BANCSHARES INC

Ownership history in NFJ INVESTMENT GROUP, LLC  ·  17 quarters on record

AI Ownership Summary

NFJ INVESTMENT GROUP, LLC reported COMMERCE BANCSHARES INC (CBSH) in 17 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.63% in 2025 Q3. The latest visible filing shows CBSH at 1.52% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CBSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NFJ INVESTMENT GROUP, 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 Q4

CBSH was reported at 1.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.63% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 NFJ INVESTMENT GROUP, LLC fund profile NFJ INVESTMENT GROUP, LLC full holdings
How NFJ INVESTMENT GROUP, LLC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 809,553 +15,071 +1.9% 1.52% $42.4M 2026-02-13 $53.03
2025 Q3 ADDED — — — 794,482 +136,333 +20.7% 1.63% $47.5M 2025-11-14 $50.19
2025 Q2 REDUCED 5.3% -3.9% ✅ 658,149 -36,886 -5.3% 1.43% $40.9M 2025-08-14 $57.80
2025 Q1 REDUCED — — — 695,035 -8,648 -1.2% 1.45% $43.3M 2025-05-15 $60.91
2024 Q4 REDUCED — — — 703,683 -3,485 -0.5% 1.41% $43.8M 2025-02-13 $61.47
2024 Q3 ADDED — — — 707,168 +106,316 +17.7% 1.23% $42.0M 2024-11-14 $62.95
2024 Q2 ADDED — — — 600,852 +11,184 +1.9% 1.03% $33.5M 2024-08-14 $52.62
2024 Q1 REDUCED — — — 589,668 -12,334 -2.0% 0.86% $31.4M 2024-05-15 $49.47
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CBSH

As of 2026 Q1 — sorted by position size

STRATEGIC VALUE BANK PARTNERS LLC 3Y 18.84% IFG Advisory, LLC 3Y 7Y 15.29% SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 3.8% Clark & Stuart, Inc 2.78% JACOBS ASSET MANAGEMENT, LLC 3Y 7Y 1.84% COMMERCE BANK 3Y 7Y 1.67% Bayview Asset Management, LLC 3Y 7Y 1.61% Champlain Investment Partners, LLC 3Y 7Y 1.41% MTM Investment Management, LLC 3Y 1.38% Boxwood Ventures, Inc. 3Y 1.3%

FAQ About NFJ INVESTMENT GROUP, 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 NFJ INVESTMENT GROUP, LLC reported owning CBSH?

NFJ INVESTMENT GROUP, LLC reported CBSH across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported CBSH position in NFJ INVESTMENT GROUP, LLC's portfolio?

The largest reported portfolio weight for CBSH was 1.63% in 2025 Q3.

What is the latest reported CBSH position on this page?

The most recent filing on this page is 2025 Q4, when NFJ INVESTMENT GROUP, LLC reported 809,553 shares, equal to 1.52% of portfolio, with an estimated market value of $42.4M.

What does the chart on this CBSH ownership page compare?

The chart compares NFJ INVESTMENT GROUP, 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.

How well did NFJ INVESTMENT GROUP, LLC time their CBSH position?

Based on 13F filing dates vs. subsequent CBSH price moves, NFJ INVESTMENT GROUP, LLC correctly timed 7 out of 16 reported position changes (44%). The annualised alpha on CBSH relative to SPY over the holding period was -7.8%.

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