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Financial Advocates Investment Management’s Commerce Bancshares CBSH Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-15,056
Closed -$891K – 163
2025
Q2 		$891K Sell
15,056
-1,907
-11% -$112K 0.07% 250
2025
Q1 		$1.01M Sell
16,963
-100
-0.6% -$6.09K 0.07% 274
2024
Q4 		$1.01M Sell
17,063
-471
-3% -$28.4K 0.06% 297
2024
Q3 		$945K Buy
17,534
+266
+2% +$14.8K 0.05% 317
2024
Q2 		$874K Buy
17,268
+11,843
+218% +$586K 0.05% 317
2024
Q1 		$262K Sell
5,425
-271
-5% -$12.9K 0.02% 639
2023
Q4 		$276K Sell
5,696
-3,085
-35% -$133K 0.02% 580
2023
Q3 		$364K Buy
+8,781
New +$380K 0.03% 483

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's CBSH Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Commerce Bancshares (CBSH) in Q3 2025, closing a stake of 15,056 shares — an estimated $891K sold.

Financial Advocates Investment Management first reported a position in CBSH in Q3 2023 and held it in 8 quarters. The position peaked at $1.01M in Q4 2024. 473 funds tracked by Wall St. Rank hold CBSH as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Commerce Bancshares position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 15,056 Commerce Bancshares shares in Q3 2025, an estimated $891K.
  • Financial Advocates Investment Management first reported a position in Commerce Bancshares in Q3 2023 and held it in 8 quarters.
  • Financial Advocates Investment Management's Commerce Bancshares position peaked at $1.01M in Q4 2024.
  • 473 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.