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Kestra Advisory Services’s Commerce Bancshares CBSH Stock Holding History

Kestra Advisory Services’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
-2,924
Closed -$153K – 3311
2025
Q4 		$153K Buy
+2,924
New +$153K ﹤0.01% 3108
2025
Q3 		– Sell
-3,883
Closed -$230K – 2913
2025
Q2 		$230K Buy
3,883
+349
+10% +$20.5K ﹤0.01% 2562
2025
Q1 		$209K Sell
3,534
-8,974
-72% -$547K ﹤0.01% 2440
2024
Q4 		$742K Sell
12,508
-850
-6% -$51.2K ﹤0.01% 1596
2024
Q3 		$720K Sell
13,358
-5,060
-27% -$281K ﹤0.01% 1529
2024
Q2 		$832K Buy
18,418
+11,319
+159% +$560K ﹤0.01% 1439
2024
Q1 		$343K Buy
7,099
+1,440
+25% +$68.3K ﹤0.01% 1910
2023
Q4 		$274K Sell
5,659
-7,246
-56% -$313K ﹤0.01% 1909
2023
Q3 		$535K Buy
12,905
+3,946
+44% +$171K 0.01% 1336
2023
Q2 		$377K Buy
8,959
+4,096
+84% +$182K ﹤0.01% 1468
2023
Q1 		$245K Sell
4,863
-2,941
-38% -$164K ﹤0.01% 1698
2022
Q4 		$459K Buy
7,804
+1,769
+29% +$103K ﹤0.01% 1464
2022
Q3 		$328K Sell
6,035
-1,444
-19% -$82.4K ﹤0.01% 1551
2022
Q2 		$404K Buy
7,479
+1,685
+29% +$94.6K ﹤0.01% 1445
2022
Q1 		$341K Buy
5,794
+564
+11% +$32.9K ﹤0.01% 1515
2021
Q4 		$296K Buy
5,230
+9
+0.2% +$506 ﹤0.01% 1612
2021
Q3 		$285K Buy
5,221
+42
+0.8% +$2.32K ﹤0.01% 1706
2021
Q2 		$303K Buy
5,179
+127
+3% +$7.65K ﹤0.01% 1559
2021
Q1 		$303K Sell
5,052
-1,555
-24% -$89.6K ﹤0.01% 1459
2020
Q4 		$342K Buy
6,607
+6,531
+8,593% +$316K ﹤0.01% 1404
2020
Q3 		$208K Buy
+76
New +$3.27K ﹤0.01% 1278

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 $3.38T AUM 44.17% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Advisory Services's CBSH Position: Q1 2026 in Review

Kestra Advisory Services sold out of Commerce Bancshares (CBSH) in Q1 2026, closing a stake of 2,924 shares — an estimated $153K sold.

Kestra Advisory Services first reported a position in CBSH in Q3 2020 and held it in 21 quarters. The position peaked at $832K in Q2 2024. 476 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

  • Kestra Advisory Services reported no remaining Commerce Bancshares position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,924 Commerce Bancshares shares in Q1 2026, an estimated $153K.
  • Kestra Advisory Services first reported a position in Commerce Bancshares in Q3 2020 and held it in 21 quarters.
  • Kestra Advisory Services's Commerce Bancshares position peaked at $832K in Q2 2024.
  • 476 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.