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Keystone Financial Services (Colorado)’s Commerce Bancshares CBSH Stock Holding History

Keystone Financial Services (Colorado)’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
2025
Q2 		– Sell
-3,822
Closed -$227K – 117
2025
Q1 		$227K Sell
3,822
-254
-6% -$15.5K 0.09% 92
2024
Q4 		$242K Buy
4,076
+78
+2% +$4.7K 0.09% 86
2024
Q3 		$215K Buy
+3,998
New +$222K 0.08% 87
2022
Q2 		– Sell
-3,623
Closed -$206K – 82
2022
Q1 		$206K Buy
+3,623
New +$212K 0.12% 73

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Keystone Financial Services (Colorado)'s CBSH Position: Q2 2025 in Review

Keystone Financial Services (Colorado) sold out of Commerce Bancshares (CBSH) in Q2 2025, closing a stake of 3,822 shares — an estimated $227K sold.

Keystone Financial Services (Colorado) first reported a position in CBSH in Q1 2022 and held it in 4 quarters. The position peaked at $242K in Q4 2024. 489 funds tracked by Wall St. Rank hold CBSH as of Q2 2025.

  • Keystone Financial Services (Colorado) reported no remaining Commerce Bancshares position as of Q2 2025 after selling out during the quarter.
  • Keystone Financial Services (Colorado) sold 3,822 Commerce Bancshares shares in Q2 2025, an estimated $227K.
  • Keystone Financial Services (Colorado) first reported a position in Commerce Bancshares in Q1 2022 and held it in 4 quarters.
  • Keystone Financial Services (Colorado)'s Commerce Bancshares position peaked at $242K in Q4 2024.
  • 489 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2025.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2025, filed 7 Aug 2025.