SPEECE THORSON CAPITAL GROUP INC CBSH — COMMERCE BANC COM

Ownership history in SPEECE THORSON CAPITAL GROUP INC  ·  100 quarters on record

AI Ownership Summary

SPEECE THORSON CAPITAL GROUP INC reported COMMERCE BANC COM (CBSH) in 100 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.06% in 2025 Q4. The latest visible filing shows CBSH at 4.06% 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 SPEECE THORSON CAPITAL GROUP INC's position in COMMERCE BANC COM, 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 4.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.06% 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
2023 Q4 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 SPEECE THORSON CAPITAL GROUP INC fund profile SPEECE THORSON CAPITAL GROUP INC full holdings
How SPEECE THORSON CAPITAL GROUP 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 357,936 +124,671 +53.4% 4.06% $18.7M 2026-02-14 (Est.) $53.31
2025 Q3 REDUCED — — — 233,265 -2,731 -1.2% 2.79% $13.9M 2025-11-20 $49.80
2025 Q2 ADDED — — — 235,996 +4,764 +2.1% 2.99% $14.7M 2025-08-05 $57.05
2025 Q1 REDUCED — — — 231,232 -3,957 -1.7% 2.96% $14.4M 2025-05-01 $57.26
2024 Q4 ADDED — — — 235,189 +10,096 +4.5% 2.89% $14.7M 2025-02-13 $61.79
2024 Q3 REDUCED — — — 225,093 -542 -0.2% 2.47% $13.4M 2024-11-05 $55.87
2024 Q2 REDUCED — — — 225,635 -4,074 -1.8% 2.57% $12.6M 2024-07-29 $57.12
2024 Q1 REDUCED — — — 229,709 -3,065 -1.3% 2.36% $12.2M 2024-04-23 $48.18
2023 Q4 ADDED — — — 232,774 +63,266 +37.3% 2.55% $12.4M 2024-02-23 $45.19
91 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% Clark & Stuart, Inc 2.78% Boston Trust Walden Corp 3Y 7Y 0.78% Cushing Capital Partners, LLC 0.4% Peregrine Asset Advisers, Inc. 3Y 7Y 0.35% MQS Management LLC 3Y 0.33% PFW Advisors LLC 0.33% Stonebridge Financial Group, LLC 0.31% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 0.26% ATWOOD & PALMER INC 3Y 7Y 0.2%

FAQ About SPEECE THORSON CAPITAL GROUP 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 SPEECE THORSON CAPITAL GROUP INC reported owning CBSH?

SPEECE THORSON CAPITAL GROUP INC reported CBSH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CBSH position in SPEECE THORSON CAPITAL GROUP INC's portfolio?

The largest reported portfolio weight for CBSH was 4.06% in 2025 Q4.

What is the latest reported CBSH position on this page?

The most recent filing on this page is 2025 Q4, when SPEECE THORSON CAPITAL GROUP INC reported 357,936 shares, equal to 4.06% of portfolio, with an estimated market value of $18.7M.

What does the chart on this CBSH ownership page compare?

The chart compares SPEECE THORSON CAPITAL GROUP 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 SPEECE THORSON CAPITAL GROUP INC time their CBSH position?

Based on 13F filing dates vs. subsequent CBSH price moves, SPEECE THORSON CAPITAL GROUP INC correctly timed 56 out of 97 reported position changes (58%). The annualised alpha on CBSH relative to SPY over the holding period was -1.1%.

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