Action Point Financial Planning’s Commerce Bancshares CBSH Stock Holding History

Action Point Financial Planning’s Portfolio CBSH Stock Details CBSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.43K	Buy	+97	New	+$5.09K	﹤0.01%	1773

Other funds holding CBSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Action Point Financial Planning's CBSH Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Commerce Bancshares (CBSH) in Q2 2026: 97 shares worth $5.43K. The stake represents ﹤0.01% of the portfolio and ranks #1773 among its holdings.

505 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

Action Point Financial Planning held 97 shares of Commerce Bancshares worth $5.43K as of Q2 2026.
Commerce Bancshares was a new Action Point Financial Planning position in Q2 2026.
Commerce Bancshares made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1773 holding.
505 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.