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Atticus Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-387
Closed -$22.9K – 269
2025
Q2 		$22.9K Hold
387
– – 0.01% 398
2025
Q1 		$23K Hold
387
– – 0.01% 308
2024
Q4 		$23K Sell
387
-2
-0.5% -$121 0.01% 318
2024
Q3 		$21K Sell
389
-11
-3% -$611 0.01% 328
2024
Q2 		$20.2K Hold
400
– – 0.01% 310
2024
Q1 		$19.3K Hold
400
– – 0.01% 329
2023
Q4 		$19.4K Sell
400
-2
-0.5% -$86 0.01% 334
2023
Q3 		$16.6K Sell
402
-338
-46% -$14.6K 0.01% 352
2023
Q2 		$31.1K Hold
740
– – 0.01% 301
2023
Q1 		$37.3K Hold
740
– – 0.01% 275
2022
Q4 		$43.5K Sell
740
-3
-0.4% -$175 0.02% 268
2022
Q3 		$40K Hold
743
– – 0.02% 259
2022
Q2 		$40K Buy
743
+339
+84% +$19K 0.02% 281
2022
Q1 		$24K Sell
404
-339
-46% -$19.8K 0.01% 311
2021
Q4 		$42K Buy
+743
New +$41.8K 0.02% 242

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atticus Wealth Management's CBSH Position: Q3 2025 in Review

Atticus Wealth Management sold out of Commerce Bancshares (CBSH) in Q3 2025, closing a stake of 387 shares — an estimated $22.9K sold.

Atticus Wealth Management first reported a position in CBSH in Q4 2021 and held it in 15 quarters. The position peaked at $43.5K in Q4 2022. 473 funds tracked by Wall St. Rank hold CBSH as of Q3 2025.

  • Atticus Wealth Management reported no remaining Commerce Bancshares position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 387 Commerce Bancshares shares in Q3 2025, an estimated $22.9K.
  • Atticus Wealth Management first reported a position in Commerce Bancshares in Q4 2021 and held it in 15 quarters.
  • Atticus Wealth Management's Commerce Bancshares position peaked at $43.5K in Q4 2022.
  • 473 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.