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Concourse Financial Group Securities’s Commerce Bancshares CBSH Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-17
Closed -$1.05K – 310
2024
Q4 		$1.05K Sell
17
-1
-6% -$60 ﹤0.01% 2087
2024
Q3 		$950 Sell
18
-144
-89% -$8K ﹤0.01% 2074
2024
Q2 		$8.2K Hold
162
– – ﹤0.01% 1743
2024
Q1 		$7.82K Buy
162
+1
+0.6% +$47 ﹤0.01% 1781
2023
Q4 		$7.8K Sell
161
-5
-3% -$216 ﹤0.01% 1746
2023
Q3 		$6.86K Sell
166
-5
-3% -$216 ﹤0.01% 1739
2023
Q2 		$7.21K Sell
171
-129
-43% -$5.72K ﹤0.01% 1750
2023
Q1 		$15.1K Buy
300
+79
+36% +$4.41K ﹤0.01% 1547
2022
Q4 		$13K Sell
221
-4
-2% -$233 ﹤0.01% 1578
2022
Q3 		$12K Sell
225
-16
-7% -$913 ﹤0.01% 1429
2022
Q2 		$13K Buy
241
+5
+2% +$281 ﹤0.01% 1578
2022
Q1 		$14K Buy
236
+11
+5% +$642 ﹤0.01% 1579
2021
Q4 		$13K Sell
225
-3
-1% -$169 ﹤0.01% 1775
2021
Q3 		$12K Buy
228
+19
+9% +$1.05K ﹤0.01% 1820
2021
Q2 		$12K Buy
209
+11
+6% +$663 ﹤0.01% 1795
2021
Q1 		$12K Hold
198
– – ﹤0.01% 1709
2020
Q4 		$10K Sell
198
-2
-1% -$97 ﹤0.01% 1680
2020
Q3 		$8K Hold
200
– – ﹤0.01% 1635
2020
Q2 		$9K Hold
200
– – ﹤0.01% 1513
2020
Q1 		$8K Sell
200
-16
-7% -$757 ﹤0.01% 1515
2019
Q4 		$11K Buy
216
+193
+839% +$9.01K ﹤0.01% 1410
2019
Q3 		$1K Sell
23
-71
-76% -$2.96K ﹤0.01% 1621
2019
Q2 		$4K Hold
94
– – ﹤0.01% 1788
2019
Q1 		$3K Hold
94
– – ﹤0.01% 1896
2018
Q4 		$3K Buy
94
+13
+16% +$557 ﹤0.01% 1806
2018
Q3 		$4K Buy
+81
New +$3.78K ﹤0.01% 1436

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

Concourse Financial Group Securities's CBSH Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Commerce Bancshares (CBSH) in Q1 2025, closing a stake of 17 shares — an estimated $1.05K sold.

Concourse Financial Group Securities first reported a position in CBSH in Q3 2018 and held it in 26 quarters. The position peaked at $15.1K in Q1 2023. 464 funds tracked by Wall St. Rank hold CBSH as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Commerce Bancshares position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 17 Commerce Bancshares shares in Q1 2025, an estimated $1.05K.
  • Concourse Financial Group Securities first reported a position in Commerce Bancshares in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Commerce Bancshares position peaked at $15.1K in Q1 2023.
  • 464 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.