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Concurrent Investment Advisors’s Commerce Bancshares CBSH Stock Holding History

Concurrent Investment Advisors’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
Q2 		$880K Sell
15,234
-30,329
-67% -$1.59M 0.01% 1073
2026
Q1 		$2.24M Sell
45,563
-247
-0.5% -$12.8K 0.02% 573
2025
Q4 		$2.4M Sell
45,810
-2,401
-5% -$126K 0.03% 517
2025
Q3 		$2.74M Sell
48,211
-298
-0.6% -$17.5K 0.05% 379
2025
Q2 		$2.87M Sell
48,509
-2,226
-4% -$131K 0.06% 337
2025
Q1 		$3.01M Buy
50,735
+18,598
+58% +$1.13M 0.07% 279
2024
Q4 		$1.91M Buy
32,137
+958
+3% +$57.8K 0.05% 334
2024
Q3 		$1.68M Sell
31,179
-307
-1% -$17K 0.05% 357
2024
Q2 		$1.59M Sell
31,486
-5,634
-15% -$279K 0.05% 332
2024
Q1 		$1.79M Sell
37,120
-441
-1% -$20.9K 0.07% 261
2023
Q4 		$1.82M Buy
+37,561
New +$1.62M 0.09% 241

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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

Concurrent Investment Advisors's CBSH Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Commerce Bancshares (CBSH) stake by 67% in Q2 2026, selling an estimated $1.59M and leaving 15,234 shares worth $880K. The position accounts for 0.01% of the portfolio, ranked #1073.

Concurrent Investment Advisors first reported a position in CBSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.01M in Q1 2025. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Concurrent Investment Advisors held 15,234 shares of Commerce Bancshares worth $880K as of Q2 2026.
  • Concurrent Investment Advisors sold 30,329 Commerce Bancshares shares in Q2 2026, an estimated $1.59M.
  • Commerce Bancshares made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1073 holding.
  • Concurrent Investment Advisors first reported a position in Commerce Bancshares in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Commerce Bancshares position peaked at $3.01M in Q1 2025.
  • 506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.