SEC 13F Intelligence

Speece Thorson Capital Group Inc / CBSH

Speece Thorson Capital Group Inc’s Commerce Bancshares Inc Position

Does Speece Thorson Capital Group Inc own Commerce Bancshares Inc (CBSH)? Yes338.6K shares worth $17M (+3.80% of its 13F portfolio) as of Q1 2026, down from 357.9K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
338.6K
% of Portfolio
+3.80%
Quarters Held
29
currently held

Position History CBSH

Reported value by quarter
Q1 ’19: $7MQ1 ’19Q2 ’19: $7MQ3 ’19: $7MQ4 ’19: $8MQ1 ’20: $6MQ1 ’20Q2 ’20: $7MQ3 ’20: $6MQ4 ’20: $8MQ1 ’21: $9MQ1 ’21Q2 ’21: $8MQ3 ’21: $8MQ4 ’21: $8MQ1 ’22: $8MQ1 ’22Q2 ’22: $7MQ3 ’22: $7MQ4 ’22: $9MQ1 ’23: $10MQ1 ’23Q2 ’23: $8MQ3 ’23: $8MQ4 ’23: $12MQ1 ’24: $12MQ1 ’24Q2 ’24: $13MQ3 ’24: $13MQ4 ’24: $15MQ1 ’25: $14MQ1 ’25Q2 ’25: $15MQ3 ’25: $14MQ4 ’25: $19MQ1 ’26: $17MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026338.6K$17M+3.80%
Q4 2025357.9K$19M+4.06%
Q3 2025233.3K$14M+2.79%
Q2 2025236.0K$15M+2.99%
Q1 2025231.2K$14M+2.96%
Q4 2024235.2K$15M+2.89%
Q3 2024225.1K$13M+2.47%
Q2 2024225.6K$13M+2.57%
Q1 2024229.7K$12M+2.36%
Q4 2023232.8K$12M+2.55%
Q3 2023169.5K$8M+1.79%
Q2 2023169.7K$8M+1.69%
Q1 2023171.5K$10M+2.11%
Q4 2022138.9K$9M+2.03%
Q3 2022109.9K$7M+1.66%
Q2 2022106.5K$7M+1.65%
Q1 2022105.9K$8M+1.62%
Q4 2021119.6K$8M+1.57%
Q3 2021113.5K$8M+1.66%
Q2 2021113.5K$8M+1.77%
Q1 2021114.1K$9M+1.84%
Q4 2020114.7K$8M+1.79%
Q3 2020111.0K$6M+1.65%
Q2 2020110.4K$7M+1.89%
Q1 2020111.8K$6M+1.94%
Q4 2019113.5K$8M+2.00%
Q3 2019108.9K$7M+1.77%
Q2 2019111.7K$7M+1.77%
Q1 2019112.6K$7M+1.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Speece Thorson Capital Group Inc’s full portfolio or all institutional holders of CBSH.