Financial Counselors Inc’s Commerce Bancshares CBSH Stock Holding History

Financial Counselors 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
2025 Q2	–	Sell	-182,223	Closed	-$10.8M	–	91
2025 Q1	$10.8M	Buy	182,223 +11,833	+7%	+$721K	0.16%	136
2024 Q4	$10.1M	Sell	170,390 -890	-0.5%	-$53.7K	0.15%	143
2024 Q3	$9.23M	Sell	171,280 -2,992	-2%	-$166K	0.14%	146
2024 Q2	$8.82M	Sell	174,272 -8,174	-4%	-$404K	0.14%	145
2024 Q1	$8.8M	Sell	182,446 -2,616	-1%	-$124K	0.15%	145
2023 Q4	$8.97M	Sell	185,062 -2,867	-2%	-$124K	0.16%	143
2023 Q3	$7.79M	Sell	187,929 -9,320	-5%	-$403K	0.16%	143
2023 Q2	$8.3M	Sell	197,249 -3,490	-2%	-$155K	0.17%	135
2023 Q1	$10.1M	Sell	200,739 -67,565	-25%	-$3.77M	0.22%	119
2022 Q4	$15.8M	Sell	268,304 -7,362	-3%	-$429K	0.35%	87
2022 Q3	$15M	Sell	275,666 -1,448	-0.5%	-$82.6K	0.37%	88
2022 Q2	$15M	Buy	277,114 +28,622	+12%	+$1.61M	0.35%	88
2022 Q1	$14.6M	Sell	248,492 -1,630	-0.7%	-$95.2K	0.3%	99
2021 Q4	$14.1M	Buy	250,122 +5,455	+2%	+$307K	0.29%	102
2021 Q3	$13.4M	Sell	244,667 -962	-0.4%	-$53.1K	0.29%	99
2021 Q2	$14.3M	Sell	245,629 -5,173	-2%	-$312K	0.31%	95
2021 Q1	$15.1M	Sell	250,802 -3,010	-1%	-$174K	0.35%	87
2020 Q4	$13.1M	Buy	253,812 +3,647	+1%	+$177K	0.33%	88
2020 Q3	$10.5M	Sell	250,165 -3,277	-1%	-$141K	0.31%	94
2020 Q2	$11.2M	Buy	253,442 +2,521	+1%	+$111K	0.36%	85
2020 Q1	$9.43M	Sell	250,921 -8,195	-3%	-$388K	0.42%	80
2019 Q4	$13.1M	Sell	259,116 -1,915	-0.7%	-$89.4K	0.47%	67
2019 Q3	$11.3M	Sell	261,031 -2,836	-1%	-$118K	0.44%	73
2019 Q2	$11.2M	Sell	263,867 -1,072	-0.4%	-$45.2K	0.45%	68
2019 Q1	$10.9M	Sell	264,939 -506	-0.2%	-$21.7K	0.46%	69
2018 Q4	$10.6M	Sell	265,445 -980	-0.4%	-$42K	0.52%	60
2018 Q3	$11.9M	Buy	266,425 +764	+0.3%	+$35.7K	0.52%	55
2018 Q2	$11.6M	Buy	265,661 +837	+0.3%	+$36.4K	0.54%	56
2018 Q1	$10.7M	Sell	264,824 -59,695	-18%	-$2.37M	0.51%	62
2017 Q4	$12.3M	Sell	324,519 -1,204	-0.4%	-$44.9K	0.56%	54
2017 Q3	$12.1M	Sell	325,723 -2,167	-0.7%	-$78.6K	0.59%	50
2017 Q2	$12M	Buy	327,890 +115,749	+55%	+$4.13M	0.6%	48
2017 Q1	$7.68M	Sell	212,141 -21,185	-9%	-$781K	0.39%	85
2016 Q4	$8.7M	Buy	+233,326	New	+$7.87M	0.46%	69
2016 Q2	$6.81M	Sell	231,632 -1,363	-0.6%	-$39.3K	0.41%	83
2016 Q1	$6.43M	Sell	232,995 -9,189	-4%	-$238K	0.4%	85
2015 Q4	$6.33M	Sell	242,184 -2,235	-0.9%	-$60.2K	0.41%	79
2015 Q3	$6.51M	Sell	244,419 -1,726	-0.7%	-$46.3K	0.45%	73
2015 Q2	$6.73M	Sell	246,145 -1,057	-0.4%	-$27.4K	0.43%	76
2015 Q1	$6.12M	Sell	247,202 -1,459	-0.6%	-$35.6K	0.38%	88
2014 Q4	$6.32M	Sell	248,661 -764	-0.3%	-$19K	0.4%	83
2014 Q3	$6.2M	Sell	249,425 -7,551	-3%	-$193K	0.44%	73
2014 Q2	$6.65M	Sell	256,976 -1,381	-0.5%	-$34.2K	0.46%	69
2014 Q1	$6.68M	Sell	258,357 -3,183	-1%	-$79.1K	0.48%	64
2013 Q4	$6.54M	Sell	261,540 -2,741	-1%	-$67.2K	0.49%	66
2013 Q3	$6.14M	Sell	264,281 -7,882	-3%	-$187K	0.51%	63
2013 Q2	$6.29M	Buy	+272,163	New	+$6.01M	0.52%	60

Other funds holding CBSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Counselors Inc's CBSH Position: Q2 2025 in Review

Financial Counselors Inc sold out of Commerce Bancshares (CBSH) in Q2 2025, closing a stake of 182,223 shares — an estimated $10.8M sold.

Financial Counselors Inc first reported a position in CBSH in Q2 2013 and held it in 47 quarters. The position peaked at $15.8M in Q4 2022. 489 funds tracked by Wall St. Rank hold CBSH as of Q2 2025.

Financial Counselors Inc reported no remaining Commerce Bancshares position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 182,223 Commerce Bancshares shares in Q2 2025, an estimated $10.8M.
Financial Counselors Inc first reported a position in Commerce Bancshares in Q2 2013 and held it in 47 quarters.
Financial Counselors Inc's Commerce Bancshares position peaked at $15.8M in Q4 2022.
489 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.