CBSH β€” COMMERCE BANCSHARES INC

Ownership history in Nicholson Wealth Management Group, LLC  Β·  6 quarters on record

AI Ownership Summary

Nicholson Wealth Management Group, LLC reported COMMERCE BANCSHARES INC (CBSH) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.05% in 2025 Q4. The latest visible filing shows CBSH at 1.05% 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 Nicholson Wealth Management 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 1.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 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.

How Nicholson Wealth Management Group, LLC held CBSH β€” position size vs. price
% of Fund (quarterly)    CBSH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 34,252 +8,516 +33.1% 1.05% $1.8M 2026-02-14 (Est.) $53.31
2025 Q3 ADDED 25,736 +4,810 +23.0% 0.90% $1.5M 2025-11-04 $50.45
2025 Q2 ADDED 20,926 +214 +1.0% 0.80% $1.3M 2025-07-29 $57.65
2025 Q1 ADDED 20,712 +342 +1.7% 0.85% $1.3M 2025-05-12 $61.30
2024 Q4 ADDED 20,370 +8,068 +65.6% 0.85% $1.3M 2025-02-03 $61.26
2024 Q3 INITIATED 12,302 β€” β€” 0.60% $731K 2024-10-23 $54.63

🏒 Other funds also holding CBSH

As of 2026 Q1 β€” sorted by position size

ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.03%

FAQ About Nicholson Wealth Management 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 Nicholson Wealth Management Group, LLC reported owning CBSH?

Nicholson Wealth Management Group, LLC reported CBSH across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported CBSH position in Nicholson Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for CBSH was 1.05% in 2025 Q4.

What is the latest reported CBSH position on this page?

The most recent filing on this page is 2025 Q4, when Nicholson Wealth Management Group, LLC reported 34,252 shares, equal to 1.05% of portfolio, with an estimated market value of $1.8M.

What does the chart on this CBSH ownership page compare?

The chart compares Nicholson Wealth Management 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.

← Back to Nicholson Wealth Management Group, LLC Holdings