InceptionR’s Commerce Bancshares CBSH Stock Holding History

InceptionR’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	-13,843	Closed	-$725K	–	672
2025 Q4	$725K	Buy	+13,843	New	+$724K	0.2%	183
2025 Q1	–	Sell	-29,808	Closed	-$1.77M	–	576
2024 Q4	$1.77M	Buy	29,808 +5,557	+23%	+$335K	0.39%	46
2024 Q3	$1.31M	Buy	24,251 +7,385	+44%	+$410K	0.32%	79
2024 Q2	$853K	Buy	+16,866	New	+$834K	0.24%	138
2023 Q2	–	Sell	-16,505	Closed	-$832K	–	430
2023 Q1	$832K	Sell	16,505 -8,473	-34%	-$473K	0.27%	135
2022 Q4	$1.47M	Buy	+24,978	New	+$1.46M	0.77%	3

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