Harbor Investment Advisory’s Commerce Bancshares CBSH Stock Holding History

Harbor Investment Advisory’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 Q4	–	Sell	-4	Closed	-$239	–	1236
2025 Q3	$239	Hold	4	–	–	﹤0.01%	1159
2025 Q2	$249	Hold	4	–	–	﹤0.01%	1152
2025 Q1	$249	Hold	4	–	–	﹤0.01%	1153
2024 Q4	$249	Hold	4	–	–	﹤0.01%	1126
2024 Q3	$238	Sell	4 -2	-33%	-$111	﹤0.01%	1131
2024 Q2	$279	Buy	6 +2	+50%	+$99	﹤0.01%	1154
2024 Q1	$213	Hold	4	–	–	﹤0.01%	1289
2023 Q4	$214	Sell	4 -1	-20%	-$43	﹤0.01%	1130
2023 Q3	$192	Hold	5	–	–	﹤0.01%	1153
2023 Q2	$195	Hold	5	–	–	﹤0.01%	1311
2023 Q1	$233	Hold	5	–	–	﹤0.01%	1302
2022 Q4	$272	Buy	+5	New	+$291	﹤0.01%	1301

Other funds holding CBSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harbor Investment Advisory's CBSH Position: Q4 2025 in Review

Harbor Investment Advisory sold out of Commerce Bancshares (CBSH) in Q4 2025, closing a stake of 4 shares — an estimated $239 sold.

Harbor Investment Advisory first reported a position in CBSH in Q4 2022 and held it in 12 quarters. The position peaked at $279 in Q2 2024. 457 funds tracked by Wall St. Rank hold CBSH as of Q4 2025.

Harbor Investment Advisory reported no remaining Commerce Bancshares position as of Q4 2025 after selling out during the quarter.
Harbor Investment Advisory sold 4 Commerce Bancshares shares in Q4 2025, an estimated $239.
Harbor Investment Advisory first reported a position in Commerce Bancshares in Q4 2022 and held it in 12 quarters.
Harbor Investment Advisory's Commerce Bancshares position peaked at $279 in Q2 2024.
457 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2025.

Based on Harbor Investment Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.