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Atria Investments’s Commerce Bancshares CBSH Stock Holding History

Atria Investments’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
-5,236
Closed -$274K – 2055
2025
Q4 		$274K Sell
5,236
-9,457
-64% -$494K ﹤0.01% 1789
2025
Q3 		$836K Sell
14,693
-568
-4% -$33.4K 0.01% 1144
2025
Q2 		$904K Sell
15,261
-600
-4% -$35.2K 0.01% 1088
2025
Q1 		$940K Sell
15,861
-13,580
-46% -$827K 0.01% 1023
2024
Q4 		$1.75M Buy
29,441
+2,479
+9% +$149K 0.02% 732
2024
Q3 		$1.45M Buy
26,962
+2,284
+9% +$127K 0.02% 796
2024
Q2 		$1.25M Buy
24,678
+368
+2% +$18.2K 0.02% 829
2024
Q1 		$1.17M Buy
24,310
+2,107
+9% +$100K 0.02% 887
2023
Q4 		$1.08M Buy
+22,203
New +$958K 0.02% 862
2023
Q2 		– Sell
-21,520
Closed -$1.08M – 833
2023
Q1 		$1.08M Buy
21,520
+87
+0.4% +$4.86K 0.02% 774
2022
Q4 		$1.26M Buy
21,433
+199
+0.9% +$11.6K 0.03% 671
2022
Q3 		$1.16M Buy
21,234
+1,269
+6% +$72.4K 0.03% 675
2022
Q2 		$1.08M Buy
19,965
+1,617
+9% +$90.8K 0.02% 726
2022
Q1 		$1.08M Buy
18,348
+592
+3% +$34.6K 0.02% 818
2021
Q4 		$1M Buy
+17,756
New +$999K 0.02% 837
2020
Q1 		– Sell
-8,351
Closed -$423K – 641
2019
Q4 		$423K Buy
8,351
+3,459
+71% +$162K 0.01% 847
2019
Q3 		$211K Sell
4,892
-223
-4% -$9.3K 0.01% 832
2019
Q2 		$206K Buy
+5,115
New +$216K 0.01% 899

Other funds holding CBSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Investments's CBSH Position: Q1 2026 in Review

Atria Investments sold out of Commerce Bancshares (CBSH) in Q1 2026, closing a stake of 5,236 shares — an estimated $274K sold.

Atria Investments first reported a position in CBSH in Q2 2019 and held it in 18 quarters. The position peaked at $1.75M in Q4 2024. 474 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

  • Atria Investments reported no remaining Commerce Bancshares position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 5,236 Commerce Bancshares shares in Q1 2026, an estimated $274K.
  • Atria Investments first reported a position in Commerce Bancshares in Q2 2019 and held it in 18 quarters.
  • Atria Investments's Commerce Bancshares position peaked at $1.75M in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.