Commerce Bank
Commerce Bank, a subsidiary of Missouri-based Commerce Bancshares, Inc., is a regional bank offering a diversified range of financial services including business and personal banking, wealth management, estate planning, and investments. Founded in 1865, the company operates approximately 300 branches across Missouri, Kansas, Illinois, Oklahoma, and Colorado. Through its affiliated businesses, Commerce also provides services in mortgage banking, credit-related insurance, venture capital, and real estate. Commerce Bank serves individuals, families, and businesses seeking personalized financial solutions.
Investment Strategy
Commerce Bank provides investment management and advisory services tailored for individual and institutional clients. Its strategy emphasizes objective advice, long-term financial planning, and customized portfolio management, focusing on retirement planning, wealth transfer, and milestone life events. Commerce incorporates both traditional and alternative asset classes, risk management, and ongoing plan adjustments to meet evolving client needs. The firm leverages its subsidiaries such as Commerce Trust and Commerce Family Office for comprehensive financial and investment solutions.
Top Holdings
Equity Positions (1,180)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.75% | $973.6M | 1,957,427 | $70.98 | $497.41 | +$238.4M |
A AAPL | APPLE INC | 4.72% | $800.4M | 3,901,311 | $24.99 | $205.17 | -$69.0M |
N NVDA | NVIDIA CORPORATION | 4.69% | $795.0M | 5,032,215 | $23.03 | $157.99 | +$259.0M |
A AMZN | AMAZON COM INC | 2.98% | $504.0M | 2,297,386 | $77.63 | $219.39 | +$69.8M |
G GOOGL | ALPHABET INC | 2.75% | $465.6M | 2,641,904 | $60.89 | $176.23 | +$37.7M |