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Householder Group Estate & Retirement Specialist’s Commerce Bancshares CBSH Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q2 		– Sell
-8
Closed -$372 – 1210
2024
Q1 		$372 Hold
8
– – ﹤0.01% 1178
2023
Q4 		$0 Hold
8
– – ﹤0.01% 1153
2023
Q3 		$336 Buy
+8
New +$346 ﹤0.01% 1206
2023
Q1 		$0 Buy
+8
New +$446 ﹤0.01% 1231

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CBSH Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Commerce Bancshares (CBSH) in Q2 2024, closing a stake of 8 shares — an estimated $372 sold.

Householder Group Estate & Retirement Specialist first reported a position in CBSH in Q1 2023 and held it in 4 quarters. The position peaked at $372 in Q1 2024. 395 funds tracked by Wall St. Rank hold CBSH as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Commerce Bancshares position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 8 Commerce Bancshares shares in Q2 2024, an estimated $372.
  • Householder Group Estate & Retirement Specialist first reported a position in Commerce Bancshares in Q1 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Commerce Bancshares position peaked at $372 in Q1 2024.
  • 395 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.