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Kovack Advisors’s Commerce Bancshares CBSH Stock Holding History

Kovack 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
2025
Q2 		– Sell
-7,292
Closed -$432K – 628
2025
Q1 		$432K Buy
7,292
+566
+8% +$34.5K 0.05% 340
2024
Q4 		$399K Buy
+6,726
New +$405K 0.04% 371

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

Kovack Advisors's CBSH Position: Q2 2025 in Review

Kovack Advisors sold out of Commerce Bancshares (CBSH) in Q2 2025, closing a stake of 7,292 shares — an estimated $432K sold.

Kovack Advisors first reported a position in CBSH in Q4 2024 and held it in 2 quarters. The position peaked at $432K in Q1 2025. 489 funds tracked by Wall St. Rank hold CBSH as of Q2 2025.

  • Kovack Advisors reported no remaining Commerce Bancshares position as of Q2 2025 after selling out during the quarter.
  • Kovack Advisors sold 7,292 Commerce Bancshares shares in Q2 2025, an estimated $432K.
  • Kovack Advisors first reported a position in Commerce Bancshares in Q4 2024 and held it in 2 quarters.
  • Kovack Advisors's Commerce Bancshares position peaked at $432K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2025.

Based on Kovack Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.