FBT
CBSH icon

First Bank & Trust’s Commerce Bancshares CBSH Stock Holding History

First Bank & Trust’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 		$358K Hold
6,204
– – 0.05% 201
2026
Q1 		$305K Hold
6,204
– – 0.05% 201
2025
Q4 		$325K Hold
6,204
– – 0.05% 199
2025
Q3 		$353K Hold
6,204
– – 0.06% 182
2025
Q2 		$367K Hold
6,204
– – 0.07% 170
2025
Q1 		$368K Hold
6,204
– – 0.07% 162
2024
Q4 		$368K Sell
6,204
-1
-0% -$60 0.07% 165
2024
Q3 		$334K Hold
6,205
– – 0.06% 174
2024
Q2 		$314K Hold
6,205
– – 0.06% 167
2024
Q1 		$299K Hold
6,205
– – 0.06% 173
2023
Q4 		$301K Hold
6,205
– – 0.07% 146
2023
Q3 		$257K Hold
6,205
– – 0.07% 150
2023
Q2 		$261K Hold
6,205
– – 0.07% 158
2023
Q1 		$313K Buy
6,205
+295
+5% +$16.5K 0.08% 141
2022
Q4 		$347K Sell
5,910
-295
-5% -$17.2K 0.1% 129
2022
Q3 		$338K Buy
+6,205
New +$354K 0.12% 123

Other funds holding CBSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CSI
Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return