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Barber Financial Group’s Commerce Bancshares CBSH Stock Holding History

Barber Financial Group’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
2023
Q1 		$854K Sell
16,952
-709
-4% -$39.6K 0.15% 52
2022
Q4 		$1.04M Sell
17,661
-170
-1% -$9.91K 0.29% 47
2022
Q3 		$971K Buy
17,831
+708
+4% +$40.4K 0.28% 48
2022
Q2 		$925K Hold
17,123
– – 0.15% 45
2022
Q1 		$1.01M Hold
17,123
– – 0.13% 49
2021
Q4 		$968K Sell
17,123
-333
-2% -$18.7K 0.12% 60
2021
Q3 		$953K Sell
17,456
-1,599
-8% -$88.2K 0.12% 63
2021
Q2 		$1.11M Hold
19,055
– – 0.15% 55
2021
Q1 		$1.14M Hold
19,055
– – 0.17% 57
2020
Q4 		$981K Sell
19,055
-1,905
-9% -$92.3K 0.18% 59
2020
Q3 		$880K Sell
20,960
-2,640
-11% -$113K 0.19% 56
2020
Q2 		$1.05M Hold
23,600
– – 0.25% 50
2020
Q1 		$887K Hold
23,600
– – 0.28% 45
2019
Q4 		$1.2M Buy
23,600
+203
+0.9% +$9.48K 0.24% 63
2019
Q3 		$1.01M Buy
23,397
+1,481
+7% +$61.8K 0.21% 64
2019
Q2 		$929K Hold
21,916
– – 0.22% 59
2019
Q1 		$904K Buy
21,916
+171
+0.8% +$7.32K 0.18% 57
2018
Q4 		$871K Sell
21,745
-452
-2% -$19.4K 0.19% 63
2018
Q3 		$992K Hold
22,197
– – 0.24% 56
2018
Q2 		$972K Hold
22,197
– – 0.28% 55
2018
Q1 		$900K Buy
22,197
+20
+0.1% +$794 0.24% 61
2017
Q4 		$838K Buy
22,177
+420
+2% +$15.6K 0.21% 61
2017
Q3 		$810K Hold
21,757
– – 0.23% 50
2017
Q2 		$797K Hold
21,757
– – 0.26% 40
2017
Q1 		$788K Buy
21,757
+294
+1% +$10.8K 0.27% 40
2016
Q4 		$800K Buy
+21,463
New +$724K 0.29% 37

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Barber Financial Group's CBSH Position: Q1 2023 in Review

Barber Financial Group reduced its Commerce Bancshares (CBSH) stake by 4% in Q1 2023, selling an estimated $39.6K and leaving 16,952 shares worth $854K. The position accounts for 0.15% of the portfolio, ranked #52.

Barber Financial Group first reported a position in CBSH in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.2M in Q4 2019. 410 funds tracked by Wall St. Rank hold CBSH as of Q1 2023.

  • Barber Financial Group held 16,952 shares of Commerce Bancshares worth $854K as of Q1 2023.
  • Barber Financial Group sold 709 Commerce Bancshares shares in Q1 2023, an estimated $39.6K.
  • Commerce Bancshares made up 0.15% of Barber Financial Group's portfolio in Q1 2023, its #52 holding.
  • Barber Financial Group first reported a position in Commerce Bancshares in Q4 2016 and has held it in 26 quarters since.
  • Barber Financial Group's Commerce Bancshares position peaked at $1.2M in Q4 2019.
  • 410 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.