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Detalus Advisors’s Commerce Bancshares CBSH Stock Holding History

Detalus Advisors’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 		$601K Hold
10,975
– – 0.12% 89
2026
Q2 		$634K Sell
10,975
-318
-3% -$16.7K 0.12% 81
2026
Q1 		$556K Sell
11,293
-60
-0.5% -$3.12K 0.13% 87
2025
Q4 		$594K Sell
11,353
-189
-2% -$9.9K 0.14% 79
2025
Q3 		$657K Sell
11,542
-133
-1% -$7.82K 0.17% 70
2025
Q2 		$691K Sell
11,675
-4
-0% -$235 0.2% 67
2025
Q1 		$692K Hold
11,679
– – 0.22% 65
2024
Q4 		$693K Buy
11,679
+448
+4% +$27K 0.23% 59
2024
Q3 		$605K Hold
11,231
– – 0.2% 68
2024
Q2 		$568K Hold
11,231
– – 0.19% 70
2024
Q1 		$542K Sell
11,231
-153
-1% -$7.26K 0.19% 74
2023
Q4 		$552K Sell
11,384
-92
-0.8% -$3.97K 0.22% 72
2023
Q3 		$476K Hold
11,476
– – 0.22% 75
2023
Q2 		$483K Sell
11,476
-209
-2% -$9.26K 0.22% 78
2023
Q1 		$589K Buy
11,685
+116
+1% +$6.47K 0.28% 64
2022
Q4 		$680K Sell
11,569
-4
-0% -$233 0.33% 61
2022
Q3 		$630K Sell
11,573
-239
-2% -$13.6K 0.38% 53
2022
Q2 		$638K Buy
11,812
+1,370
+13% +$76.9K 0.37% 50
2022
Q1 		$615K Hold
10,442
– – 0.32% 53
2021
Q4 		$591K Sell
10,442
-4
-0% -$225 0.28% 59
2021
Q3 		$570K Buy
10,446
+1
+0% +$55 0.29% 59
2021
Q2 		$610K Hold
10,445
– – 0.32% 53
2021
Q1 		$627K Sell
10,445
-128
-1% -$7.38K 0.37% 52
2020
Q4 		$544K Sell
10,573
-4
-0% -$194 0.34% 55
2020
Q3 		$444K Sell
10,577
-487
-4% -$20.9K 0.32% 55
2020
Q2 		$491K Buy
11,064
+140
+1% +$6.16K 0.38% 51
2020
Q1 		$410K Buy
10,924
+53
+0.5% +$2.51K 0.38% 54
2019
Q4 		$551K Buy
+10,871
New +$508K 0.4% 48

Other funds holding CBSH

AWS
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CSI
Clark & Stuart Inc Portland, Maine $162M AUM 19.17% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Detalus Advisors's CBSH Position: Q3 2026 in Review

Detalus Advisors held its Commerce Bancshares (CBSH) position steady in Q3 2026 at 10,975 shares worth $601K. The position accounts for 0.12% of the portfolio, ranked #89.

Detalus Advisors first reported a position in CBSH in Q4 2019 and has held it in 28 quarters since. The position peaked at $693K in Q4 2024. 64 funds tracked by Wall St. Rank hold CBSH as of Q3 2026.

  • Detalus Advisors held 10,975 shares of Commerce Bancshares worth $601K as of Q3 2026.
  • Detalus Advisors left its Commerce Bancshares share count unchanged in Q3 2026.
  • Commerce Bancshares made up 0.12% of Detalus Advisors's portfolio in Q3 2026, its #89 holding.
  • Detalus Advisors first reported a position in Commerce Bancshares in Q4 2019 and has held it in 28 quarters since.
  • Detalus Advisors's Commerce Bancshares position peaked at $693K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.