Corient Private Wealth
CBSH icon

Corient Private Wealth’s Commerce Bancshares CBSH Stock Holding History

Corient Private Wealth’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 		$492K Sell
10,078
-16,282
-62% -$845K ﹤0.01% 2042
2025
Q4 		$1.37M Buy
26,360
+12,808
+95% +$670K ﹤0.01% 1728
2025
Q3 		$771K Sell
13,552
-1,310
-9% -$77K ﹤0.01% 1551
2025
Q2 		$847K Sell
14,862
-263
-2% -$15.4K ﹤0.01% 1441
2025
Q1 		$896K Buy
15,125
+641
+4% +$39K ﹤0.01% 1321
2024
Q4 		$860K Buy
14,484
+511
+4% +$30.8K ﹤0.01% 1370
2024
Q3 		$753K Buy
13,973
+430
+3% +$23.9K ﹤0.01% 1536
2024
Q2 		$685K Buy
13,543
+514
+4% +$25.4K ﹤0.01% 1486
2024
Q1 		$629K Buy
13,029
+834
+7% +$39.6K ﹤0.01% 1513
2023
Q4 		$591K Buy
12,195
+5,390
+79% +$233K ﹤0.01% 1529
2023
Q3 		$282K Buy
6,805
+830
+14% +$35.9K ﹤0.01% 1773
2023
Q2 		$251K Sell
5,975
-5,459
-48% -$242K ﹤0.01% 1778
2023
Q1 		$576K Buy
11,434
+5,798
+103% +$324K ﹤0.01% 1317
2022
Q4 		$331K Buy
+5,636
New +$328K ﹤0.01% 1300

Other funds holding CBSH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return