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Dogwood Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Dogwood 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
Q1 		– Sell
-168
Closed -$8.79K – 871
2025
Q4 		$8.79K Buy
168
+126
+300% +$6.59K ﹤0.01% 315
2025
Q3 		$2.39K Sell
42
-191
-82% -$11.2K ﹤0.01% 505
2025
Q2 		$14.5K Buy
+233
New +$13.7K 0.01% 216

Other funds holding CBSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dogwood Wealth Management's CBSH Position: Q1 2026 in Review

Dogwood Wealth Management sold out of Commerce Bancshares (CBSH) in Q1 2026, closing a stake of 168 shares — an estimated $8.79K sold.

Dogwood Wealth Management first reported a position in CBSH in Q2 2025 and held it in 3 quarters. The position peaked at $14.5K in Q2 2025. 470 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

  • Dogwood Wealth Management reported no remaining Commerce Bancshares position as of Q1 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 168 Commerce Bancshares shares in Q1 2026, an estimated $8.79K.
  • Dogwood Wealth Management first reported a position in Commerce Bancshares in Q2 2025 and held it in 3 quarters.
  • Dogwood Wealth Management's Commerce Bancshares position peaked at $14.5K in Q2 2025.
  • 470 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

Based on Dogwood Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.