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Avior Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Avior 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
Q1 		– Sell
-302
Closed -$17.9K – 985
2024
Q4 		$17.9K Sell
302
-195
-39% -$11.8K ﹤0.01% 1442
2024
Q3 		$26.8K Buy
497
+149
+43% +$8.27K ﹤0.01% 1313
2024
Q2 		$17.6K Hold
348
– – ﹤0.01% 1372
2024
Q1 		$16.8K Buy
+348
New +$16.5K ﹤0.01% 1677
2023
Q2 		– Sell
-131
Closed -$6.59K – 1576
2023
Q1 		$6.59K Buy
+131
New +$7.31K ﹤0.01% 1131

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

Avior Wealth Management's CBSH Position: Q1 2025 in Review

Avior Wealth Management sold out of Commerce Bancshares (CBSH) in Q1 2025, closing a stake of 302 shares — an estimated $17.9K sold.

Avior Wealth Management first reported a position in CBSH in Q1 2023 and held it in 5 quarters. The position peaked at $26.8K in Q3 2024. 464 funds tracked by Wall St. Rank hold CBSH as of Q1 2025.

  • Avior Wealth Management reported no remaining Commerce Bancshares position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 302 Commerce Bancshares shares in Q1 2025, an estimated $17.9K.
  • Avior Wealth Management first reported a position in Commerce Bancshares in Q1 2023 and held it in 5 quarters.
  • Avior Wealth Management's Commerce Bancshares position peaked at $26.8K in Q3 2024.
  • 464 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.