OBERWEIS ASSET MANAGEMENT INC/ CBSH Commerce Bancshares, Inc.

Ownership history in OBERWEIS ASSET MANAGEMENT INC/  ·  5 quarters on record

AI Ownership Summary

OBERWEIS ASSET MANAGEMENT INC/ reported Commerce Bancshares, Inc. (CBSH) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.52% in 2025 Q1. The latest visible filing shows CBSH at 0.40% 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 OBERWEIS ASSET MANAGEMENT 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
2025 Q3

CBSH was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2025 Q1

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 Q3

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 OBERWEIS ASSET MANAGEMENT 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 176,890 0% 0.40% $10.6M 2025-11-17 $48.39
2025 Q2 ADDED 176,890 +9,100 +5.4% 0.48% $11.0M 2025-08-14 $58.10
2025 Q1 UNCHANGED 167,790 0% 0.52% $10.4M 2025-05-15 $61.24
2024 Q4 ADDED 167,790 +49,490 +41.8% 0.49% $10.5M 2025-02-14 $61.14
2024 Q3 INITIATED 118,300 0.36% $7.0M 2024-11-14 $63.28

FAQ About OBERWEIS ASSET MANAGEMENT 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 OBERWEIS ASSET MANAGEMENT INC/ reported owning CBSH?

OBERWEIS ASSET MANAGEMENT INC/ reported CBSH across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported CBSH position in OBERWEIS ASSET MANAGEMENT INC/'s portfolio?

The largest reported portfolio weight for CBSH was 0.52% in 2025 Q1.

What is the latest reported CBSH position on this page?

The most recent filing on this page is 2025 Q3, when OBERWEIS ASSET MANAGEMENT INC/ reported 176,890 shares, equal to 0.40% of portfolio, with an estimated market value of $10.6M.

What does the chart on this CBSH ownership page compare?

The chart compares OBERWEIS ASSET MANAGEMENT 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 OBERWEIS ASSET MANAGEMENT INC/ time their CBSH position?

Based on 13F filing dates vs. subsequent CBSH price moves, OBERWEIS ASSET MANAGEMENT INC/ correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on CBSH relative to SPY over the holding period was -32.5%.

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