JWA
CBSH icon

JFS Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History

JFS 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
2026
Q2 		$5.31K Buy
92
+20
+28% +$1.05K ﹤0.01% 1252
2026
Q1 		$3.54K Sell
72
-34
-32% -$1.76K ﹤0.01% 1315
2025
Q4 		$5.55K Buy
106
+40
+61% +$2.09K ﹤0.01% 1196
2025
Q3 		$3.77K Sell
66
-5
-7% -$294 ﹤0.01% 1224
2025
Q2 		$4.23K Sell
71
-30
-30% -$1.76K ﹤0.01% 1142
2025
Q1 		$5.97K Buy
101
+4
+4% +$244 ﹤0.01% 1047
2024
Q4 		$5.73K Sell
97
-1
-1% -$60 ﹤0.01% 1078
2024
Q3 		$5.29K Buy
98
+3
+3% +$167 ﹤0.01% 1099
2024
Q2 		$4.8K Hold
95
– – ﹤0.01% 1079
2024
Q1 		$4.58K Buy
95
+78
+459% +$3.7K ﹤0.01% 1136
2023
Q4 		$802 Sell
17
-3
-15% -$129 ﹤0.01% 1697
2023
Q3 		$816 Sell
20
-66
-77% -$2.85K ﹤0.01% 1642
2023
Q2 		$3.6K Sell
86
-3
-3% -$133 ﹤0.01% 1156
2023
Q1 		$4.49K Sell
89
-36
-29% -$2.01K ﹤0.01% 1035
2022
Q4 		$7.35K Sell
125
-7
-5% -$408 ﹤0.01% 827
2022
Q3 		$7K Buy
132
+15
+13% +$856 ﹤0.01% 844
2022
Q2 		$6K Buy
117
+15
+15% +$842 ﹤0.01% 919
2022
Q1 		$6K Buy
102
+63
+162% +$3.68K ﹤0.01% 958
2021
Q4 		$2K Buy
+39
New +$2.19K ﹤0.01% 1044

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

JFS Wealth Advisors's CBSH Position: Q2 2026 in Review

JFS Wealth Advisors increased its Commerce Bancshares (CBSH) stake by 28% in Q2 2026, buying an estimated $1.05K and bringing the position to 92 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

JFS Wealth Advisors first reported a position in CBSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.35K in Q4 2022. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • JFS Wealth Advisors held 92 shares of Commerce Bancshares worth $5.31K as of Q2 2026.
  • JFS Wealth Advisors bought 20 Commerce Bancshares shares in Q2 2026, an estimated $1.05K.
  • Commerce Bancshares made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1252 holding.
  • JFS Wealth Advisors first reported a position in Commerce Bancshares in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Commerce Bancshares position peaked at $7.35K in Q4 2022.
  • 506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.