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Institute for Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Institute for Wealth 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
Q2 		$31K Buy
+536
New +$28.1K ﹤0.01% 1010

Other funds holding CBSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Institute for Wealth Management's CBSH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Commerce Bancshares (CBSH) in Q2 2026: 536 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #1010 among its holdings.

274 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Institute for Wealth Management held 536 shares of Commerce Bancshares worth $31K as of Q2 2026.
  • Commerce Bancshares was a new Institute for Wealth Management position in Q2 2026.
  • Commerce Bancshares made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1010 holding.
  • 274 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.