HWA
CBSH icon

Heartwood Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History

Heartwood Wealth Advisors’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 – 269
2025
Q3 		$239 Buy
+4
New +$235 ﹤0.01% 626

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heartwood Wealth Advisors's CBSH Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Commerce Bancshares (CBSH) in Q4 2025, closing a stake of 4 shares — an estimated $239 sold.

Heartwood Wealth Advisors first reported a position in CBSH in Q3 2025 and held it in 1 quarter. The position peaked at $239 in Q3 2025. 457 funds tracked by Wall St. Rank hold CBSH as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Commerce Bancshares position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 4 Commerce Bancshares shares in Q4 2025, an estimated $239.
  • Heartwood Wealth Advisors first reported a position in Commerce Bancshares in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Commerce Bancshares position peaked at $239 in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.