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Angeles Investment Advisors’s Commerce Bancshares CBSH Stock Holding History

Angeles Investment Advisors’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
Q1 		– Sell
-4,278
Closed -$254K – 69
2024
Q4 		$254K Hold
4,278
– – 0.01% 158
2024
Q3 		$230K Sell
4,278
-746
-15% -$41.4K 0.01% 193
2024
Q2 		$254K Hold
5,024
– – 0.01% 174
2024
Q1 		$242K Hold
5,024
– – 0.01% 189
2023
Q4 		$243K Hold
5,024
– – 0.01% 171
2023
Q3 		$208K Buy
+5,024
New +$217K 0.02% 171

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Angeles Investment Advisors's CBSH Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Commerce Bancshares (CBSH) in Q1 2025, closing a stake of 4,278 shares — an estimated $254K sold.

Angeles Investment Advisors first reported a position in CBSH in Q3 2023 and held it in 6 quarters. The position peaked at $254K in Q2 2024. 464 funds tracked by Wall St. Rank hold CBSH as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Commerce Bancshares position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 4,278 Commerce Bancshares shares in Q1 2025, an estimated $254K.
  • Angeles Investment Advisors first reported a position in Commerce Bancshares in Q3 2023 and held it in 6 quarters.
  • Angeles Investment Advisors's Commerce Bancshares position peaked at $254K in Q2 2024.
  • 464 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.