Evergreen Capital Management’s Commerce Bancshares CBSH Stock Holding History

Evergreen Capital 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 Q2	$379K	Sell	6,565 -1,434	-18%	-$75.3K	0.01%	1066
2026 Q1	$394K	Buy	7,999 +2,448	+44%	+$127K	0.01%	936
2025 Q4	$291K	Buy	5,551 +195	+4%	+$10.2K	0.01%	1060
2025 Q3	$305K	Buy	+5,356	New	+$315K	0.01%	961
2025 Q2	–	Sell	-6,118	Closed	-$363K	–	1154
2025 Q1	$363K	Buy	6,118 +562	+10%	+$34.2K	0.01%	649
2024 Q4	$330K	Sell	5,556 -6	-0.1%	-$362	0.01%	686
2024 Q3	$300K	Buy	5,562 +214	+4%	+$11.9K	0.01%	714
2024 Q2	$271K	Buy	+5,348	New	+$264K	0.01%	701

Other funds holding CBSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Evergreen Capital Management's CBSH Position: Q2 2026 in Review

Evergreen Capital Management reduced its Commerce Bancshares (CBSH) stake by 18% in Q2 2026, selling an estimated $75.3K and leaving 6,565 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #1066.

Evergreen Capital Management first reported a position in CBSH in Q2 2024 and has held it in 8 quarters since. The position peaked at $394K in Q1 2026. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

Evergreen Capital Management held 6,565 shares of Commerce Bancshares worth $379K as of Q2 2026.
Evergreen Capital Management sold 1,434 Commerce Bancshares shares in Q2 2026, an estimated $75.3K.
Commerce Bancshares made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1066 holding.
Evergreen Capital Management first reported a position in Commerce Bancshares in Q2 2024 and has held it in 8 quarters since.
Evergreen Capital Management's Commerce Bancshares position peaked at $394K in Q1 2026.
506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.