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Forum Financial Management’s Commerce Bancshares CBSH Stock Holding History

Forum Financial 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
Q1 		– Sell
-3,903
Closed -$204K – 442
2025
Q4 		$204K Sell
3,903
-630
-14% -$32.9K ﹤0.01% 968
2025
Q3 		$258K Buy
4,533
+631
+16% +$37.1K ﹤0.01% 816
2025
Q2 		$231K Sell
3,902
-864
-18% -$50.7K ﹤0.01% 818
2025
Q1 		$282K Hold
4,766
– – ﹤0.01% 621
2024
Q4 		$283K Buy
+4,766
New +$287K ﹤0.01% 652
2023
Q1 		– Sell
-3,493
Closed -$205K – 627
2022
Q4 		$205K Buy
+3,493
New +$204K 0.01% 540
2022
Q2 		– Sell
-3,493
Closed -$205K – 591
2022
Q1 		$205K Buy
+3,493
New +$204K 0.01% 558

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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's CBSH Position: Q1 2026 in Review

Forum Financial Management sold out of Commerce Bancshares (CBSH) in Q1 2026, closing a stake of 3,903 shares — an estimated $204K sold.

Forum Financial Management first reported a position in CBSH in Q1 2022 and held it in 7 quarters. The position peaked at $283K in Q4 2024. 476 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

  • Forum Financial Management reported no remaining Commerce Bancshares position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,903 Commerce Bancshares shares in Q1 2026, an estimated $204K.
  • Forum Financial Management first reported a position in Commerce Bancshares in Q1 2022 and held it in 7 quarters.
  • Forum Financial Management's Commerce Bancshares position peaked at $283K in Q4 2024.
  • 476 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.