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Bullock Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Bullock 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
2026
Q2 		$295K Buy
5,030
+52
+1% +$2.73K 0.13% 143
2026
Q1 		$245K Buy
4,978
+13
+0.3% +$675 0.12% 148
2025
Q4 		$260K Sell
4,965
-194
-4% -$10.1K 0.13% 142
2025
Q3 		$292K Buy
5,159
+16
+0.3% +$941 0.15% 124
2025
Q2 		$312K Sell
5,143
-245
-5% -$14.4K 0.17% 114
2025
Q1 		$319K Sell
5,388
-1,209
-18% -$73.7K 0.18% 111
2024
Q4 		$391K Sell
6,597
-231
-3% -$13.9K 0.23% 94
2024
Q3 		$356K Sell
6,828
-14
-0.2% -$777 0.21% 100
2024
Q2 		$343K Sell
6,842
-1,096
-14% -$54.2K 0.22% 94
2024
Q1 		$378K Buy
+7,938
New +$377K 0.25% 93

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's CBSH Position: Q2 2026 in Review

Bullock Wealth Management increased its Commerce Bancshares (CBSH) stake by 1% in Q2 2026, buying an estimated $2.73K and bringing the position to 5,030 shares worth $295K. The position accounts for 0.13% of the portfolio, ranked #143.

Bullock Wealth Management first reported a position in CBSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $391K in Q4 2024. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Bullock Wealth Management held 5,030 shares of Commerce Bancshares worth $295K as of Q2 2026.
  • Bullock Wealth Management bought 52 Commerce Bancshares shares in Q2 2026, an estimated $2.73K.
  • Commerce Bancshares made up 0.13% of Bullock Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Bullock Wealth Management first reported a position in Commerce Bancshares in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Commerce Bancshares position peaked at $391K in Q4 2024.
  • 510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.