CarsonAllaria Wealth Management’s Commerce Bancshares CBSH Stock Holding History

CarsonAllaria 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
2025 Q3	–	Sell	-112	Closed	-$6.68K	–	116
2025 Q2	$6.68K	Buy	112 +1	+0.9%	+$59	﹤0.01%	273
2025 Q1	$6.65K	Hold	111	–	–	﹤0.01%	277
2024 Q4	$6.63K	Hold	111	–	–	﹤0.01%	275
2024 Q3	$6K	Buy	111 +1	+0.9%	+$56	﹤0.01%	297
2024 Q2	$5.61K	Hold	110	–	–	﹤0.01%	286
2024 Q1	$5.33K	Buy	110 +1	+0.9%	+$47	﹤0.01%	290
2023 Q4	$5.32K	Sell	109 -1	-0.9%	-$43	﹤0.01%	256
2023 Q3	$4.56K	Buy	110 +1	+0.9%	+$43	﹤0.01%	263
2023 Q2	$4.61K	Hold	109	–	–	﹤0.01%	274
2023 Q1	$5.49K	Buy	109 +1	+0.9%	+$56	﹤0.01%	255
2022 Q4	$6K	Hold	108	–	–	0.01%	222
2022 Q3	$6K	Buy	108 +1	+0.9%	+$57	0.01%	215
2022 Q2	$6K	Sell	107 -1	-0.9%	-$56	0.01%	216
2022 Q1	$6K	Buy	108 +1	+0.9%	+$58	0.01%	226
2021 Q4	$6K	Buy	+107	New	+$6.02K	0.01%	248

Other funds holding CBSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CarsonAllaria Wealth Management's CBSH Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Commerce Bancshares (CBSH) in Q3 2025, closing a stake of 112 shares — an estimated $6.68K sold.

CarsonAllaria Wealth Management first reported a position in CBSH in Q4 2021 and held it in 15 quarters. The position peaked at $6.68K in Q2 2025. 473 funds tracked by Wall St. Rank hold CBSH as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Commerce Bancshares position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 112 Commerce Bancshares shares in Q3 2025, an estimated $6.68K.
CarsonAllaria Wealth Management first reported a position in Commerce Bancshares in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Commerce Bancshares position peaked at $6.68K in Q2 2025.
473 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.