Carlson Financial’s Commerce Bancshares CBSH Stock Holding History

Carlson Financial’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	–	Sell	-3,857	Closed	-$202K	–	183
2025 Q4	$202K	Buy	+3,857	New	+$202K	0.12%	172

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carlson Financial's CBSH Position: Q1 2026 in Review

Carlson Financial sold out of Commerce Bancshares (CBSH) in Q1 2026, closing a stake of 3,857 shares — an estimated $202K sold.

Carlson Financial first reported a position in CBSH in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 474 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

Carlson Financial reported no remaining Commerce Bancshares position as of Q1 2026 after selling out during the quarter.
Carlson Financial sold 3,857 Commerce Bancshares shares in Q1 2026, an estimated $202K.
Carlson Financial first reported a position in Commerce Bancshares in Q4 2025 and held it in 1 quarter.
Carlson Financial's Commerce Bancshares position peaked at $202K in Q4 2025.
474 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

Based on Carlson Financial's 13F filing for Q1 2026, filed 24 Aug 2026.