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Kestra Private Wealth Services’s Commerce Bancshares CBSH Stock Holding History

Kestra Private Wealth 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
Q2 		$342K Sell
5,915
-9,307
-61% -$488K ﹤0.01% 1444
2026
Q1 		$749K Sell
15,222
-2,905
-16% -$151K 0.01% 989
2025
Q4 		$949K Sell
18,127
-566
-3% -$29.6K 0.01% 829
2025
Q3 		$1.06M Sell
18,693
-416
-2% -$24.5K 0.01% 748
2025
Q2 		$1.13M Buy
19,109
+4,473
+31% +$262K 0.02% 694
2025
Q1 		$867K Buy
14,636
+75
+0.5% +$4.57K 0.01% 731
2024
Q4 		$864K Buy
14,561
+396
+3% +$23.9K 0.01% 697
2024
Q3 		$763K Buy
14,165
+383
+3% +$21.3K 0.01% 705
2024
Q2 		$697K Buy
13,782
+8,964
+186% +$443K 0.01% 705
2024
Q1 		$232K Buy
4,818
+2
+0% +$95 0.01% 1116
2023
Q4 		$233K Sell
4,816
-5,865
-55% -$253K 0.01% 1052
2023
Q3 		$443K Buy
10,681
+198
+2% +$8.56K 0.01% 711
2023
Q2 		$441K Buy
10,483
+442
+4% +$19.6K 0.02% 674
2023
Q1 		$506K Buy
10,041
+5,203
+108% +$290K 0.02% 595
2022
Q4 		$284K Sell
4,838
-233
-5% -$13.6K 0.01% 686
2022
Q3 		$276K Sell
5,071
-4
-0.1% -$228 0.02% 681
2022
Q2 		$274K Buy
5,075
+135
+3% +$7.58K 0.02% 685
2022
Q1 		$291K Buy
4,940
+18
+0.4% +$1.05K 0.01% 757
2021
Q4 		$278K Sell
4,922
-68
-1% -$3.83K 0.01% 796
2021
Q3 		$272K Sell
4,990
-25
-0.5% -$1.38K 0.02% 747
2021
Q2 		$293K Sell
5,015
-105
-2% -$6.33K 0.02% 688
2021
Q1 		$307K Buy
5,120
+1,033
+25% +$59.6K 0.02% 594
2020
Q4 		$211K Buy
+4,087
New +$198K 0.02% 656

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
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

Kestra Private Wealth Services's CBSH Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Commerce Bancshares (CBSH) stake by 61% in Q2 2026, selling an estimated $488K and leaving 5,915 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Kestra Private Wealth Services first reported a position in CBSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.13M in Q2 2025. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Kestra Private Wealth Services held 5,915 shares of Commerce Bancshares worth $342K as of Q2 2026.
  • Kestra Private Wealth Services sold 9,307 Commerce Bancshares shares in Q2 2026, an estimated $488K.
  • Commerce Bancshares made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1444 holding.
  • Kestra Private Wealth Services first reported a position in Commerce Bancshares in Q4 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Commerce Bancshares position peaked at $1.13M in Q2 2025.
  • 510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.