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Congress Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Congress 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
Q2 		$527K Sell
8,892
-3,993
-31% -$234K 0.01% 907
2025
Q1 		$764K Buy
12,885
+3,529
+38% +$215K 0.01% 695
2024
Q4 		$555K Buy
9,356
+753
+9% +$45.4K 0.01% 617
2024
Q3 		$464K Buy
+8,603
New +$478K 0.01% 645

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Congress Wealth Management's CBSH Position: Q2 2025 in Review

Congress Wealth Management reduced its Commerce Bancshares (CBSH) stake by 31% in Q2 2025, selling an estimated $234K and leaving 8,892 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #907.

Congress Wealth Management first reported a position in CBSH in Q3 2024 and has held it in 4 quarters since. The position peaked at $764K in Q1 2025. 489 funds tracked by Wall St. Rank hold CBSH as of Q2 2025.

  • Congress Wealth Management held 8,892 shares of Commerce Bancshares worth $527K as of Q2 2025.
  • Congress Wealth Management sold 3,993 Commerce Bancshares shares in Q2 2025, an estimated $234K.
  • Commerce Bancshares made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #907 holding.
  • Congress Wealth Management first reported a position in Commerce Bancshares in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Commerce Bancshares position peaked at $764K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.