Ethic Inc’s Commerce Bancshares CBSH Stock Holding History

Ethic Inc’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	$555K	Sell	11,288 -1,158	-9%	-$60.1K	0.01%	838
2025 Q4	$651K	Sell	12,446 -703	-5%	-$36.8K	0.01%	770
2025 Q3	$748K	Sell	13,149 -6,243	-32%	-$367K	0.01%	721
2025 Q2	$1.15M	Buy	19,392 +4,547	+31%	+$267K	0.02%	577
2025 Q1	$879K	Buy	14,845 +438	+3%	+$26.7K	0.02%	625
2024 Q4	$855K	Sell	14,407 -7,061	-33%	-$426K	0.02%	643
2024 Q3	$1.04M	Sell	21,468 -883	-4%	-$49K	0.03%	565
2024 Q2	$1.13M	Buy	22,351 +883	+4%	+$43.7K	0.03%	530
2024 Q1	$1.04M	Sell	21,468 -115	-0.5%	-$5.46K	0.03%	565
2023 Q4	$1.05M	Buy	21,583 +16,030	+289%	+$692K	0.03%	530
2023 Q3	$230K	Sell	5,553 -4,198	-43%	-$181K	0.01%	895
2023 Q2	$410K	Buy	+9,751	New	+$432K	0.02%	711
2023 Q1	–	Sell	-3,936	Closed	-$231K	–	966
2022 Q4	$231K	Sell	3,936 -2,511	-39%	-$146K	0.01%	782
2022 Q3	$351K	Buy	6,447 +2,117	+49%	+$121K	0.02%	596
2022 Q2	$234K	Buy	+4,330	New	+$243K	0.02%	678

Other funds holding CBSH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return