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Atria Wealth Solutions’s Commerce Bancshares CBSH Stock Holding History

Atria Wealth Solutions’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
-11,615
Closed -$689K – 1896
2024
Q4 		$689K Sell
11,615
-398
-3% -$24K 0.01% 1086
2024
Q3 		$647K Buy
12,013
+794
+7% +$44.1K 0.01% 1117
2024
Q2 		$568K Buy
11,219
+2,257
+25% +$112K 0.01% 1179
2024
Q1 		$432K Buy
+8,962
New +$425K ﹤0.01% 1336

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

Atria Wealth Solutions's CBSH Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Commerce Bancshares (CBSH) in Q1 2025, closing a stake of 11,615 shares — an estimated $689K sold.

Atria Wealth Solutions first reported a position in CBSH in Q1 2024 and held it in 4 quarters. The position peaked at $689K in Q4 2024. 464 funds tracked by Wall St. Rank hold CBSH as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Commerce Bancshares position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,615 Commerce Bancshares shares in Q1 2025, an estimated $689K.
  • Atria Wealth Solutions first reported a position in Commerce Bancshares in Q1 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's Commerce Bancshares position peaked at $689K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.