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Avion Wealth’s Commerce Bancshares CBSH Stock Holding History

Avion Wealth’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
Q3 		$1K Hold
19
– – ﹤0.01% 1174
2026
Q2 		$1K Hold
19
– – ﹤0.01% 1201
2026
Q1 		$0 Hold
19
– – ﹤0.01% 1278
2025
Q4 		$0 Buy
+19
New +$993 ﹤0.01% 1271
2025
Q3 		– Sell
-9
Closed – – 1241
2025
Q2 		$0 Buy
+9
New +$528 ﹤0.01% 1213
2023
Q4 		– Sell
-23
Closed – – 1097
2023
Q3 		$0 Buy
+23
New +$994 ﹤0.01% 835

Other funds holding CBSH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Avion Wealth's CBSH Position: Q3 2026 in Review

Avion Wealth held its Commerce Bancshares (CBSH) position steady in Q3 2026 at 19 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Avion Wealth first reported a position in CBSH in Q3 2023 and has held it in 6 quarters since. 310 funds tracked by Wall St. Rank hold CBSH as of Q3 2026.

  • Avion Wealth held 19 shares of Commerce Bancshares worth $1K as of Q3 2026.
  • Avion Wealth left its Commerce Bancshares share count unchanged in Q3 2026.
  • Commerce Bancshares made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1174 holding.
  • Avion Wealth first reported a position in Commerce Bancshares in Q3 2023 and has held it in 6 quarters since.
  • 310 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.