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Centerpoint Advisory Group’s Commerce Bancshares CBSH Stock Holding History

Centerpoint Advisory Group’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
-4,534
Closed -$237K – 111
2025
Q4 		$237K Sell
4,534
-1
-0% -$52 0.18% 91
2025
Q3 		$258K Hold
4,535
– – 0.2% 90
2025
Q2 		$269K Sell
4,535
-404
-8% -$23.7K 0.23% 80
2025
Q1 		$293K Hold
4,939
– – 0.29% 75
2024
Q4 		$293K Buy
+4,939
New +$298K 0.28% 69

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 $3.37T AUM 44.26% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centerpoint Advisory Group's CBSH Position: Q1 2026 in Review

Centerpoint Advisory Group sold out of Commerce Bancshares (CBSH) in Q1 2026, closing a stake of 4,534 shares — an estimated $237K sold.

Centerpoint Advisory Group first reported a position in CBSH in Q4 2024 and held it in 5 quarters. The position peaked at $293K in Q4 2024. 476 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

  • Centerpoint Advisory Group reported no remaining Commerce Bancshares position as of Q1 2026 after selling out during the quarter.
  • Centerpoint Advisory Group sold 4,534 Commerce Bancshares shares in Q1 2026, an estimated $237K.
  • Centerpoint Advisory Group first reported a position in Commerce Bancshares in Q4 2024 and held it in 5 quarters.
  • Centerpoint Advisory Group's Commerce Bancshares position peaked at $293K in Q4 2024.
  • 476 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

Based on Centerpoint Advisory Group's 13F filing for Q1 2026, filed 29 Apr 2026.