Capital Advisors Inc’s Commerce Bancshares CBSH Stock Holding History

Capital Advisors Inc’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	$294K	Hold	5,089	–	–	﹤0.01%	309
2026 Q1	$250K	Buy	5,089 +450	+10%	+$23.4K	﹤0.01%	315
2025 Q4	$243K	Sell	4,639 -43	-0.9%	-$2.25K	﹤0.01%	303
2025 Q3	$266K	Buy	4,682 +42	+0.9%	+$2.47K	﹤0.01%	276
2025 Q2	$275K	Hold	4,640	–	–	﹤0.01%	269
2025 Q1	$275K	Hold	4,640	–	–	0.01%	261
2024 Q4	$275K	Sell	4,640 -245	-5%	-$14.8K	0.01%	261
2024 Q3	$263K	Hold	4,885	–	–	0.01%	263
2024 Q2	$247K	Hold	4,885	–	–	0.01%	275
2024 Q1	$236K	Hold	4,885	–	–	0.01%	277
2023 Q4	$237K	Sell	4,885 -1	-0%	-$43	0.01%	261
2023 Q3	$203K	Hold	4,886	–	–	0.01%	250
2023 Q2	$206K	Hold	4,886	–	–	0.01%	259
2023 Q1	$246K	Hold	4,886	–	–	0.01%	230
2022 Q4	$287K	Sell	4,886 -2	-0%	-$117	0.01%	215
2022 Q3	$285K	Hold	4,888	–	–	0.01%	200
2022 Q2	$264K	Hold	4,888	–	–	0.01%	210
2022 Q1	$288K	Hold	4,888	–	–	0.01%	213
2021 Q4	$276K	Sell	4,888 -1	-0%	-$56	0.01%	212
2021 Q3	$267K	Sell	4,889 -247	-5%	-$13.6K	0.01%	203
2021 Q2	$300K	Buy	+5,136	New	+$310K	0.01%	197

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

Capital Advisors Inc's CBSH Position: Q2 2026 in Review

Capital Advisors Inc held its Commerce Bancshares (CBSH) position steady in Q2 2026 at 5,089 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Capital Advisors Inc first reported a position in CBSH in Q2 2021 and has held it in 21 quarters since. The position peaked at $300K in Q2 2021. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

Capital Advisors Inc held 5,089 shares of Commerce Bancshares worth $294K as of Q2 2026.
Capital Advisors Inc left its Commerce Bancshares share count unchanged in Q2 2026.
Commerce Bancshares made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #309 holding.
Capital Advisors Inc first reported a position in Commerce Bancshares in Q2 2021 and has held it in 21 quarters since.
Capital Advisors Inc's Commerce Bancshares position peaked at $300K in Q2 2021.
506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.