DWM
CBSH icon

Dakota Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Dakota 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
2026
Q2 		$633K Sell
10,955
-2
-0% -$105 0.01% 530
2026
Q1 		$539K Sell
10,957
-618
-5% -$32.1K 0.01% 528
2025
Q4 		$606K Buy
+11,575
New +$605K 0.01% 507

Other funds holding CBSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dakota Wealth Management's CBSH Position: Q2 2026 in Review

Dakota Wealth Management reduced its Commerce Bancshares (CBSH) stake by 0.02% in Q2 2026, selling an estimated $105 and leaving 10,955 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #530.

Dakota Wealth Management first reported a position in CBSH in Q4 2025 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Dakota Wealth Management held 10,955 shares of Commerce Bancshares worth $633K as of Q2 2026.
  • Dakota Wealth Management sold 2 Commerce Bancshares shares in Q2 2026, an estimated $105.
  • Commerce Bancshares made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #530 holding.
  • Dakota Wealth Management first reported a position in Commerce Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.