AWM
CBSH icon

AE Wealth Management’s Commerce Bancshares CBSH Stock Holding History

AE Wealth Management’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
2025
Q4 		– Sell
-6,784
Closed -$386K – 2469
2025
Q3 		$386K Buy
6,784
+91
+1% +$5.35K ﹤0.01% 1077
2025
Q2 		$396K Buy
6,693
+170
+3% +$9.97K ﹤0.01% 1010
2025
Q1 		$387K Buy
6,523
+767
+13% +$46.7K ﹤0.01% 997
2024
Q4 		$342K Buy
+5,756
New +$347K ﹤0.01% 1042
2024
Q1 		– Sell
-5,800
Closed -$281K – 1275
2023
Q4 		$281K Buy
5,800
+476
+9% +$20.5K ﹤0.01% 1740
2023
Q3 		$221K Buy
+5,324
New +$230K ﹤0.01% 1747
2020
Q1 		– Sell
-5,048
Closed -$256K – 1129
2019
Q4 		$256K Buy
+5,048
New +$236K 0.01% 967

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return