Beacon Pointe Advisors’s Commerce Bancshares CBSH Stock Holding History

Beacon Pointe Advisors’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	–	Sell	-17,351	Closed	-$854K	–	1939
2026 Q1	$854K	Buy	+17,351	New	+$901K	﹤0.01%	1065
2023 Q2	–	Sell	-15,467	Closed	-$780K	–	1092
2023 Q1	$780K	Sell	15,467 -1,269	-8%	-$70.8K	0.01%	613
2022 Q4	$984K	Buy	16,736 +9,534	+132%	+$556K	0.02%	510
2022 Q3	$395K	Sell	7,202 -352	-5%	-$20.1K	0.01%	718
2022 Q2	$412K	Sell	7,554 -20,248	-73%	-$1.14M	0.01%	712
2022 Q1	$1.64M	Buy	27,802 +23,374	+528%	+$1.36M	0.02%	492
2021 Q4	$250K	Buy	+4,428	New	+$249K	0.01%	798
2021 Q3	–	Sell	-3,568	Closed	-$208K	–	913
2021 Q2	$208K	Buy	+3,568	New	+$215K	0.01%	786

Other funds holding CBSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Beacon Pointe Advisors's CBSH Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of Commerce Bancshares (CBSH) in Q2 2026, closing a stake of 17,351 shares — an estimated $854K sold.

Beacon Pointe Advisors first reported a position in CBSH in Q2 2021 and held it in 8 quarters. The position peaked at $1.64M in Q1 2022. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

Beacon Pointe Advisors reported no remaining Commerce Bancshares position as of Q2 2026 after selling out during the quarter.
Beacon Pointe Advisors sold 17,351 Commerce Bancshares shares in Q2 2026, an estimated $854K.
Beacon Pointe Advisors first reported a position in Commerce Bancshares in Q2 2021 and held it in 8 quarters.
Beacon Pointe Advisors's Commerce Bancshares position peaked at $1.64M in Q1 2022.
506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.