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Credential Securities’s Commerce Bancshares CBSH Stock Holding History

Credential 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
2018
Q1 		– Sell
-1,262
Closed -$47.7K – 280
2017
Q4 		$47.7K Buy
1,262
+255
+25% +$9.5K 0.01% 230
2017
Q3 		$37.5K Buy
1,007
+225
+29% +$8.16K 0.01% 234
2017
Q2 		$28.9K Buy
782
+45
+6% +$1.61K 0.01% 228
2017
Q1 		$26.7K Buy
+737
New +$27.2K 0.01% 227

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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Credential Securities's CBSH Position: Q1 2018 in Review

Credential Securities sold out of Commerce Bancshares (CBSH) in Q1 2018, closing a stake of 1,262 shares — an estimated $47.7K sold.

Credential Securities first reported a position in CBSH in Q1 2017 and held it in 4 quarters. The position peaked at $47.7K in Q4 2017. 314 funds tracked by Wall St. Rank hold CBSH as of Q1 2018.

  • Credential Securities reported no remaining Commerce Bancshares position as of Q1 2018 after selling out during the quarter.
  • Credential Securities sold 1,262 Commerce Bancshares shares in Q1 2018, an estimated $47.7K.
  • Credential Securities first reported a position in Commerce Bancshares in Q1 2017 and held it in 4 quarters.
  • Credential Securities's Commerce Bancshares position peaked at $47.7K in Q4 2017.
  • 314 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2018.

Based on Credential Securities's 13F filing for Q1 2018, filed 21 Jul 2025.