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Diversify Advisory Services’s Commerce Bancshares CBSH Stock Holding History

Diversify Advisory Services’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
Q1 		– Sell
-20,308
Closed -$1.1M – 304
2025
Q4 		$1.1M Buy
20,308
+3,425
+20% +$179K 0.03% 380
2025
Q3 		$842K Buy
16,883
+8,297
+97% +$488K 0.03% 412
2025
Q2 		$502K Buy
+8,586
New +$504K 0.02% 532

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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Diversify Advisory Services's CBSH Position: Q1 2026 in Review

Diversify Advisory Services sold out of Commerce Bancshares (CBSH) in Q1 2026, closing a stake of 20,308 shares — an estimated $1.1M sold.

Diversify Advisory Services first reported a position in CBSH in Q2 2025 and held it in 3 quarters. The position peaked at $1.1M in Q4 2025. 474 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

  • Diversify Advisory Services reported no remaining Commerce Bancshares position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 20,308 Commerce Bancshares shares in Q1 2026, an estimated $1.1M.
  • Diversify Advisory Services first reported a position in Commerce Bancshares in Q2 2025 and held it in 3 quarters.
  • Diversify Advisory Services's Commerce Bancshares position peaked at $1.1M in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.