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Bell Investment Advisors’s Commerce Bancshares CBSH Stock Holding History

Bell Investment 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
Q1 		$2.51K Hold
51
– – ﹤0.01% 1245
2025
Q4 		$2.67K Buy
+51
New +$2.67K ﹤0.01% 1244
2023
Q4 		– Sell
-21
Closed -$864 – 1926
2023
Q3 		$864 Sell
21
-11
-34% -$476 ﹤0.01% 1622
2023
Q2 		$1.36K Buy
32
+3
+10% +$133 ﹤0.01% 1474
2023
Q1 		$1.46K Buy
29
+8
+38% +$446 ﹤0.01% 1411
2022
Q4 		$1.23K Sell
21
-9
-30% -$524 ﹤0.01% 1498
2022
Q3 		$2K Buy
30
+8
+36% +$456 ﹤0.01% 1064
2022
Q2 		$1K Buy
+22
New +$1.24K ﹤0.01% 1357
2021
Q4 		$1K Sell
22
-10
-31% -$563 ﹤0.01% 1369
2021
Q3 		$2K Buy
+32
New +$1.76K ﹤0.01% 1033

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VPM
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CB
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VCM
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American Century Companies
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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return