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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 – 2468
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AE Wealth Management's CBSH Position: Q4 2025 in Review

AE Wealth Management sold out of Commerce Bancshares (CBSH) in Q4 2025, closing a stake of 6,784 shares — an estimated $386K sold.

AE Wealth Management first reported a position in CBSH in Q4 2019 and held it in 7 quarters. The position peaked at $396K in Q2 2025. 457 funds tracked by Wall St. Rank hold CBSH as of Q4 2025.

  • AE Wealth Management reported no remaining Commerce Bancshares position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 6,784 Commerce Bancshares shares in Q4 2025, an estimated $386K.
  • AE Wealth Management first reported a position in Commerce Bancshares in Q4 2019 and held it in 7 quarters.
  • AE Wealth Management's Commerce Bancshares position peaked at $396K in Q2 2025.
  • 457 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.