Apriem Advisors’s Commerce Bancshares CBSH Stock Holding History

Apriem 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
2026 Q1	–	Sell	-4,018	Closed	-$210K	–	189
2025 Q4	$210K	Hold	4,018	–	–	0.02%	180
2025 Q3	$229K	Hold	4,018	–	–	0.02%	171
2025 Q2	$238K	Hold	4,018	–	–	0.03%	167
2025 Q1	$238K	Hold	4,018	–	–	0.03%	158
2024 Q4	$238K	Sell	4,018 -1	-0%	-$60	0.03%	167
2024 Q3	$217K	Hold	4,019	–	–	0.03%	166
2024 Q2	$203K	Buy	+4,019	New	+$199K	0.02%	166
2023 Q2	–	Sell	-4,019	Closed	-$203K	–	146
2023 Q1	$203K	Hold	4,019	–	–	0.03%	142
2022 Q4	$236K	Sell	4,019 -1	-0%	-$58	0.04%	129
2022 Q3	$219K	Hold	4,020	–	–	0.04%	125
2022 Q2	$217K	Hold	4,020	–	–	0.04%	126
2022 Q1	$237K	Hold	4,020	–	–	0.03%	129
2021 Q4	$227K	Hold	4,020	–	–	0.03%	133
2021 Q3	$219K	Hold	4,020	–	–	0.03%	141
2021 Q2	$235K	Hold	4,020	–	–	0.04%	139
2021 Q1	$241K	Hold	4,020	–	–	0.04%	131
2020 Q4	$207K	Buy	+4,020	New	+$195K	0.04%	125
2020 Q3	–	Sell	-5,360	Closed	-$238K	–	125
2020 Q2	$238K	Sell	5,360 -707	-12%	-$31.1K	0.05%	106
2020 Q1	$228K	Hold	6,067	–	–	0.06%	96
2019 Q4	$308K	Hold	6,067	–	–	0.06%	96
2019 Q3	$262K	Hold	6,067	–	–	0.06%	105
2019 Q2	$257K	Hold	6,067	–	–	0.08%	112
2019 Q1	$250K	Sell	6,067 -1,689	-22%	-$72.3K	0.07%	110
2018 Q4	$311K	Sell	7,756 -1	-0%	-$43	0.11%	90
2018 Q3	$347K	Hold	7,757	–	–	0.08%	98
2018 Q2	$340K	Hold	7,757	–	–	0.08%	93
2018 Q1	$315K	Sell	7,757 -7,756	-50%	-$308K	0.08%	93
2017 Q4	$586K	Sell	15,513 -7,757	-33%	-$289K	0.15%	61
2017 Q3	$867K	Sell	23,270 -4,654	-17%	-$169K	0.22%	54
2017 Q2	$1.02M	Sell	27,924 -4,654	-14%	-$166K	0.27%	56
2017 Q1	$1.18M	Hold	32,578	–	–	0.32%	50
2016 Q4	$1.21M	Hold	32,578	–	–	0.36%	49
2016 Q3	$985K	Sell	32,578 -3,258	-9%	-$97.2K	0.29%	54
2016 Q2	$1.05M	Hold	35,836	–	–	0.34%	45
2016 Q1	$989K	Sell	35,836 -6,922	-16%	-$179K	0.39%	42
2015 Q4	$1.12M	Hold	42,758	–	–	0.4%	41
2015 Q3	$1.14M	Buy	+42,758	New	+$1.15M	0.42%	44

Other funds holding CBSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apriem Advisors's CBSH Position: Q1 2026 in Review

Apriem Advisors sold out of Commerce Bancshares (CBSH) in Q1 2026, closing a stake of 4,018 shares — an estimated $210K sold.

Apriem Advisors first reported a position in CBSH in Q3 2015 and held it in 37 quarters. The position peaked at $1.21M in Q4 2016. 470 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

Apriem Advisors reported no remaining Commerce Bancshares position as of Q1 2026 after selling out during the quarter.
Apriem Advisors sold 4,018 Commerce Bancshares shares in Q1 2026, an estimated $210K.
Apriem Advisors first reported a position in Commerce Bancshares in Q3 2015 and held it in 37 quarters.
Apriem Advisors's Commerce Bancshares position peaked at $1.21M in Q4 2016.
470 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.