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Evolve Private Wealth’s Commerce Bancshares CBSH Stock Holding History

Evolve Private Wealth’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 		$689K Buy
11,936
+7,131
+148% +$374K 0.04% 404
2026
Q1 		$236K Sell
4,805
-697
-13% -$36.2K 0.01% 879
2025
Q4 		$288K Buy
+5,502
New +$288K 0.02% 745

Other funds holding CBSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Evolve Private Wealth's CBSH Position: Q2 2026 in Review

Evolve Private Wealth increased its Commerce Bancshares (CBSH) stake by 148% in Q2 2026, buying an estimated $374K and bringing the position to 11,936 shares worth $689K. The position accounts for 0.04% of the portfolio, ranked #404.

Evolve Private Wealth first reported a position in CBSH in Q4 2025 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Evolve Private Wealth held 11,936 shares of Commerce Bancshares worth $689K as of Q2 2026.
  • Evolve Private Wealth bought 7,131 Commerce Bancshares shares in Q2 2026, an estimated $374K.
  • Commerce Bancshares made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #404 holding.
  • Evolve Private Wealth first reported a position in Commerce Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.