CX Institutional’s Commerce Bancshares CBSH Stock Holding History

CX Institutional’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 Q3	$2K	Hold	39	–	–	﹤0.01%	1539
2026 Q2	$2K	Buy	39 +1	+3%	+$52	﹤0.01%	1451
2026 Q1	$2K	Hold	38	–	–	﹤0.01%	1442
2025 Q4	$2K	Sell	38 -1	-3%	-$52	﹤0.01%	1355
2025 Q3	$2K	Hold	39	–	–	﹤0.01%	1304
2025 Q2	$2K	Hold	39	–	–	﹤0.01%	1141
2025 Q1	$2K	Buy	+39	New	+$2.38K	﹤0.01%	1130
2022 Q3	–	Sell	-327	Closed	-$18K	–	558
2022 Q2	$18K	Buy	+327	New	+$18.4K	﹤0.01%	859
2021 Q4	–	Sell	-328	Closed	-$18K	–	413
2021 Q3	$18K	Hold	328	–	–	﹤0.01%	754
2021 Q2	$19K	Hold	328	–	–	﹤0.01%	744
2021 Q1	$20K	Hold	328	–	–	﹤0.01%	666
2020 Q4	$17K	Sell	328 -2	-0.6%	-$97	﹤0.01%	638
2020 Q3	$14K	Sell	330 -96	-23%	-$4.13K	﹤0.01%	618
2020 Q2	$19K	Buy	426 +383	+891%	+$16.9K	﹤0.01%	444
2020 Q1	$2K	Sell	43 -1	-2%	-$47	﹤0.01%	651
2019 Q4	$2K	Sell	44 -46	-51%	-$2.15K	﹤0.01%	659
2019 Q3	$4K	Sell	90 -44	-33%	-$1.83K	﹤0.01%	606
2019 Q2	$6K	Sell	134 -543	-80%	-$22.9K	﹤0.01%	565
2019 Q1	$28K	Buy	+677	New	+$29K	﹤0.01%	373

Other funds holding CBSH

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional's CBSH Position: Q3 2026 in Review

CX Institutional held its Commerce Bancshares (CBSH) position steady in Q3 2026 at 39 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

CX Institutional first reported a position in CBSH in Q1 2019 and has held it in 19 quarters since. The position peaked at $28K in Q1 2019. 17 funds tracked by Wall St. Rank hold CBSH as of Q3 2026.

CX Institutional held 39 shares of Commerce Bancshares worth $2K as of Q3 2026.
CX Institutional left its Commerce Bancshares share count unchanged in Q3 2026.
Commerce Bancshares made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1539 holding.
CX Institutional first reported a position in Commerce Bancshares in Q1 2019 and has held it in 19 quarters since.
CX Institutional's Commerce Bancshares position peaked at $28K in Q1 2019.
17 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.