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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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