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Carolinas Wealth Consulting’s Commerce Bancshares CBSH Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-54
Closed -$3.19K – 132
2025
Q1 		$3.19K Sell
54
-1
-2% -$61 ﹤0.01% 690
2024
Q4 		$3.2K Buy
55
+30
+120% +$1.81K ﹤0.01% 725
2024
Q3 		$1.33K Hold
25
– – ﹤0.01% 883
2024
Q2 		$1.25K Buy
25
+2
+9% +$99 ﹤0.01% 873
2024
Q1 		$1.14K Buy
23
+2
+10% +$95 ﹤0.01% 878
2023
Q4 		$1.03K Sell
21
-1
-5% -$43 ﹤0.01% 831
2023
Q3 		$843 Sell
22
-24
-52% -$1.04K ﹤0.01% 854
2023
Q2 		$1.93K Sell
46
-27
-37% -$1.2K ﹤0.01% 819
2023
Q1 		$3.68K Buy
73
+32
+78% +$1.79K ﹤0.01% 735
2022
Q4 		$2.38K Buy
+41
New +$2.39K ﹤0.01% 789

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carolinas Wealth Consulting's CBSH Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Commerce Bancshares (CBSH) in Q2 2025, closing a stake of 54 shares — an estimated $3.19K sold.

Carolinas Wealth Consulting first reported a position in CBSH in Q4 2022 and held it in 10 quarters. The position peaked at $3.68K in Q1 2023. 489 funds tracked by Wall St. Rank hold CBSH as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Commerce Bancshares position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 54 Commerce Bancshares shares in Q2 2025, an estimated $3.19K.
  • Carolinas Wealth Consulting first reported a position in Commerce Bancshares in Q4 2022 and held it in 10 quarters.
  • Carolinas Wealth Consulting's Commerce Bancshares position peaked at $3.68K in Q1 2023.
  • 489 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.