AG
CBSH icon

Algert Global’s Commerce Bancshares CBSH Stock Holding History

Algert Global’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
-14,526
Closed -$827K – 1158
2025
Q3 		$827K Buy
14,526
+2,216
+18% +$130K 0.01% 865
2025
Q2 		$729K Hold
12,310
– – 0.02% 866
2025
Q1 		$730K Hold
12,310
– – 0.02% 832
2024
Q4 		$731K Buy
+12,310
New +$742K 0.02% 850
2024
Q3 		– Sell
-13,699
Closed -$693K – 1231
2024
Q2 		$693K Buy
+13,699
New +$677K 0.02% 788
2024
Q1 		– Sell
-18,577
Closed -$900K – 1096
2023
Q4 		$900K Sell
18,577
-5,407
-23% -$233K 0.04% 647
2023
Q3 		$994K Sell
23,984
-8,010
-25% -$346K 0.05% 570
2023
Q2 		$1.35M Sell
31,994
-869
-3% -$38.5K 0.06% 549
2023
Q1 		$1.66M Buy
32,863
+4,972
+18% +$277K 0.08% 415
2022
Q4 		$1.64M Hold
27,891
– – 0.09% 364
2022
Q3 		$1.52M Buy
27,891
+11,824
+74% +$675K 0.09% 373
2022
Q2 		$868K Hold
16,067
– – 0.07% 536
2022
Q1 		$946K Buy
+16,067
New +$938K 0.06% 546
2021
Q4 		– Sell
-5,207
Closed -$284K – 986
2021
Q3 		$284K Buy
+5,207
New +$287K 0.04% 783
2020
Q3 		– Sell
-6,002
Closed -$266K – 410
2020
Q2 		$266K Buy
+6,002
New +$264K 0.09% 290

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