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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
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

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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

Avion Wealth's CBSH Position: Q2 2026 in Review

Avion Wealth held its Commerce Bancshares (CBSH) position steady in Q2 2026 at 19 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Avion Wealth first reported a position in CBSH in Q3 2023 and has held it in 5 quarters since. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Avion Wealth held 19 shares of Commerce Bancshares worth $1K as of Q2 2026.
  • Avion Wealth left its Commerce Bancshares share count unchanged in Q2 2026.
  • Commerce Bancshares made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1201 holding.
  • Avion Wealth first reported a position in Commerce Bancshares in Q3 2023 and has held it in 5 quarters since.
  • 510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.