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Integrated Wealth Concepts’s Commerce Bancshares CBSH Stock Holding History

Integrated Wealth Concepts’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 		$1.59M Buy
27,560
+8,958
+48% +$470K 0.01% 1073
2026
Q1 		$915K Buy
18,602
+4,334
+30% +$225K 0.01% 1168
2025
Q4 		$747K Sell
14,268
-3,366
-19% -$176K 0.01% 908
2025
Q3 		$1M Sell
17,634
-1,684
-9% -$99K 0.01% 981
2025
Q2 		$1.14M Buy
19,318
+2,348
+14% +$138K 0.01% 857
2025
Q1 		$1.01M Buy
16,970
+2,781
+20% +$169K 0.01% 827
2024
Q4 		$842K Buy
+14,189
New +$855K 0.01% 893

Other funds holding CBSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Integrated Wealth Concepts's CBSH Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Commerce Bancshares (CBSH) stake by 48% in Q2 2026, buying an estimated $470K and bringing the position to 27,560 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #1073.

Integrated Wealth Concepts first reported a position in CBSH in Q4 2024 and has held it in 7 quarters since. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Integrated Wealth Concepts held 27,560 shares of Commerce Bancshares worth $1.59M as of Q2 2026.
  • Integrated Wealth Concepts bought 8,958 Commerce Bancshares shares in Q2 2026, an estimated $470K.
  • Commerce Bancshares made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1073 holding.
  • Integrated Wealth Concepts first reported a position in Commerce Bancshares in Q4 2024 and has held it in 7 quarters since.
  • 506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.