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EP Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History

EP Wealth 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
2025
Q2 		$267K Buy
4,508
+335
+8% +$19.7K ﹤0.01% 1086
2025
Q1 		$247K Sell
4,173
-271
-6% -$16.5K ﹤0.01% 1019
2024
Q4 		$264K Buy
+4,444
New +$268K ﹤0.01% 931

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EP Wealth Advisors's CBSH Position: Q2 2025 in Review

EP Wealth Advisors increased its Commerce Bancshares (CBSH) stake by 8% in Q2 2025, buying an estimated $19.7K and bringing the position to 4,508 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

EP Wealth Advisors first reported a position in CBSH in Q4 2024 and has held it in 3 quarters since. 489 funds tracked by Wall St. Rank hold CBSH as of Q2 2025.

  • EP Wealth Advisors held 4,508 shares of Commerce Bancshares worth $267K as of Q2 2025.
  • EP Wealth Advisors bought 335 Commerce Bancshares shares in Q2 2025, an estimated $19.7K.
  • Commerce Bancshares made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1086 holding.
  • EP Wealth Advisors first reported a position in Commerce Bancshares in Q4 2024 and has held it in 3 quarters since.
  • 489 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.