Syntegra Private Wealth Group, LLC CBSH — COMMERCE BANCSHARES INC

Ownership history in Syntegra Private Wealth Group, LLC  ·  15 quarters on record

AI Ownership Summary

Syntegra Private Wealth Group, LLC reported COMMERCE BANCSHARES INC (CBSH) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.07% in 2025 Q1. The latest visible filing shows CBSH at 0.05% 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. 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 Syntegra Private Wealth 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
2026 Q2

CBSH was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% 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 Q1 to 2026 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.

CBSH stock page Syntegra Private Wealth Group, LLC fund profile Syntegra Private Wealth Group, LLC full holdings
How Syntegra Private Wealth 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,724 -116 -1.1% 0.05% $619K 2026-07-15 $58.16
2026 Q1 UNCHANGED — — — 10,840 — 0% 0.05% $533K 2026-04-27 $50.75
2025 Q4 ADDED — — — 10,840 +626 +6.1% 0.05% $567K 2026-02-10 $54.33
2025 Q3 UNCHANGED — — — 10,214 — 0% 0.06% $610K 2025-10-16 $49.13
2025 Q2 UNCHANGED — — — 10,214 — 0% 0.06% $635K 2025-07-30 $57.15
2025 Q1 UNCHANGED — — — 10,214 — 0% 0.07% $636K 2025-05-09 $58.92
2024 Q4 ADDED — — — 10,214 +485 +5.0% 0.07% $636K 2025-01-27 $61.93
2024 Q3 UNCHANGED — — — 9,729 — 0% 0.07% $578K 2024-10-22 $54.16
2024 Q2 UNCHANGED — — — 9,729 — 0% 0.07% $543K 2024-07-26 $56.89
2024 Q1 UNCHANGED — — — 9,729 — 0% 0.07% $518K 2024-05-10 $49.30
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CBSH

As of 2026 Q2 — sorted by position size

Clark & Stuart, Inc 3.02% Stonebridge Financial Group, LLC 0.36% PFW Advisors LLC 0.35% CLARK FINANCIAL SERVICES GROUP INC /BD 3Y 0.3% ATWOOD & PALMER INC 3Y 7Y 0.22% Sound Stewardship, LLC 0.09% Plancorp, LLC 3Y 7Y 0.08% First Bank & Trust 3Y 7Y 0.05% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.04% Y-Intercept (Hong Kong) Ltd 3Y 0.04%

FAQ About Syntegra Private Wealth 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 Syntegra Private Wealth Group, LLC reported owning CBSH?

Syntegra Private Wealth Group, LLC reported CBSH across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for CBSH was 0.07% in 2025 Q1.

What is the latest reported CBSH position on this page?

The most recent filing on this page is 2026 Q2, when Syntegra Private Wealth Group, LLC reported 10,724 shares, equal to 0.05% of portfolio, with an estimated market value of $619K.

What does the chart on this CBSH ownership page compare?

The chart compares Syntegra Private Wealth 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 Syntegra Private Wealth Group, LLC time their CBSH position?

Based on 13F filing dates vs. subsequent CBSH price moves, Syntegra Private Wealth Group, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on CBSH relative to SPY over the holding period was -15.4%.

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