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CreativeOne Wealth’s Commerce Bancshares CBSH Stock Holding History

CreativeOne 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
2024
Q4 		– Sell
-4,539
Closed -$245K – 1068
2024
Q3 		$245K Sell
4,539
-5,867
-56% -$326K 0.01% 840
2024
Q2 		$526K Buy
10,406
+40
+0.4% +$1.98K 0.03% 462
2024
Q1 		$500K Buy
10,366
+42
+0.4% +$1.99K 0.02% 565
2023
Q4 		$500K Buy
10,324
+2,299
+29% +$99.2K 0.03% 371
2023
Q3 		$333K Sell
8,025
-26
-0.3% -$1.12K 0.02% 419
2023
Q2 		$339K Sell
8,051
-1,998
-20% -$88.5K 0.02% 610
2023
Q1 		$507K Buy
10,049
+31
+0.3% +$1.73K 0.03% 468
2022
Q4 		$589K Buy
10,018
+33
+0.3% +$1.92K 0.03% 385
2022
Q3 		$544K Sell
9,985
-6
-0.1% -$342 0.03% 382
2022
Q2 		$540K Buy
9,991
+149
+2% +$8.37K 0.03% 395
2022
Q1 		$580K Buy
9,842
+2,013
+26% +$118K 0.03% 388
2021
Q4 		$443K Buy
7,829
+78
+1% +$4.39K 0.02% 479
2021
Q3 		$423K Buy
7,751
+68
+0.9% +$3.75K 0.02% 447
2021
Q2 		$449K Buy
7,683
+27
+0.4% +$1.63K 0.03% 406
2021
Q1 		$460K Buy
7,656
+23
+0.3% +$1.33K 0.03% 344
2020
Q4 		$393K Buy
7,633
+33
+0.4% +$1.6K 0.03% 327
2020
Q3 		$319K Buy
7,600
+38
+0.5% +$1.63K 0.04% 199
2020
Q2 		$336K Buy
7,562
+33
+0.4% +$1.45K 0.05% 185
2020
Q1 		$283K Hold
7,529
– – 0.05% 161
2019
Q4 		$382K Hold
7,529
– – 0.06% 131
2019
Q3 		$325K Hold
7,529
– – 0.06% 124
2019
Q2 		$319K Hold
7,529
– – 0.07% 120
2019
Q1 		$311K Hold
7,529
– – 0.08% 98
2018
Q4 		$302K Sell
7,529
-2
-0% -$86 0.1% 82
2018
Q3 		$337K Hold
7,531
– – 0.12% 53
2018
Q2 		$330K Hold
7,531
– – 0.14% 41
2018
Q1 		$305K Buy
+7,531
New +$299K 0.15% 44

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

CreativeOne Wealth's CBSH Position: Q4 2024 in Review

CreativeOne Wealth sold out of Commerce Bancshares (CBSH) in Q4 2024, closing a stake of 4,539 shares — an estimated $245K sold.

CreativeOne Wealth first reported a position in CBSH in Q1 2018 and held it in 27 quarters. The position peaked at $589K in Q4 2022. 466 funds tracked by Wall St. Rank hold CBSH as of Q4 2024.

  • CreativeOne Wealth reported no remaining Commerce Bancshares position as of Q4 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 4,539 Commerce Bancshares shares in Q4 2024, an estimated $245K.
  • CreativeOne Wealth first reported a position in Commerce Bancshares in Q1 2018 and held it in 27 quarters.
  • CreativeOne Wealth's Commerce Bancshares position peaked at $589K in Q4 2022.
  • 466 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2024.

Based on CreativeOne Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.