Elser Financial Planning’s Commerce Bancshares CBSH Stock Holding History

Elser Financial Planning’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	$262K	Buy	4,532 +9	+0.2%	+$472	0.01%	107
2026 Q1	$222K	Sell	4,523 -8	-0.2%	-$415	0.01%	125
2025 Q4	$237K	Sell	4,531 -1	-0%	-$52	0.17%	74
2025 Q3	$254K	Buy	4,532 +4	+0.1%	+$235	0.31%	57
2025 Q2	$268K	Sell	4,528 -10	-0.2%	-$587	0.33%	55
2025 Q1	$269K	Buy	4,538 +4	+0.1%	+$244	0.37%	50
2024 Q4	$269K	Buy	4,534 +6	+0.1%	+$362	0.02%	89
2024 Q3	$244K	Buy	4,528 +3	+0.1%	+$167	0.35%	51
2024 Q2	$229K	Buy	+4,525	New	+$224K	0.04%	88

Other funds holding CBSH

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSI

Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Elser Financial Planning's CBSH Position: Q2 2026 in Review

Elser Financial Planning increased its Commerce Bancshares (CBSH) stake by 0.2% in Q2 2026, buying an estimated $472 and bringing the position to 4,532 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #107.

Elser Financial Planning first reported a position in CBSH in Q2 2024 and has held it in 9 quarters since. The position peaked at $269K in Q4 2024. 71 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

Elser Financial Planning held 4,532 shares of Commerce Bancshares worth $262K as of Q2 2026.
Elser Financial Planning bought 9 Commerce Bancshares shares in Q2 2026, an estimated $472.
Commerce Bancshares made up 0.01% of Elser Financial Planning's portfolio in Q2 2026, its #107 holding.
Elser Financial Planning first reported a position in Commerce Bancshares in Q2 2024 and has held it in 9 quarters since.
Elser Financial Planning's Commerce Bancshares position peaked at $269K in Q4 2024.
71 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.