Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Commerce Bancshares CBSH Stock Holding History

Kovitz Investment Group Partners’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 		$802K Sell
16,299
-1,551
-9% -$80.5K 0.02% 348
2025
Q4 		$934K Sell
17,850
-1,109
-6% -$58K 0.02% 329
2025
Q3 		$1.08M Sell
18,959
-32
-0.2% -$1.88K ﹤0.01% 829
2025
Q2 		$1.12M Sell
18,991
-1,089
-5% -$63.9K ﹤0.01% 777
2025
Q1 		$1.19M Sell
20,080
-2,344
-10% -$143K 0.01% 695
2024
Q4 		$1.33M Sell
22,424
-175
-0.8% -$10.6K 0.01% 655
2024
Q3 		$1.19M Buy
22,599
+391
+2% +$21.7K 0.01% 591
2024
Q2 		$1.12M Buy
22,208
+13,784
+164% +$682K 0.01% 516
2024
Q1 		$406K Buy
+8,424
New +$400K 0.01% 539

Other funds holding CBSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kovitz Investment Group Partners's CBSH Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Commerce Bancshares (CBSH) stake by 8.7% in Q1 2026, selling an estimated $80.5K and leaving 16,299 shares worth $802K. The position accounts for 0.02% of the portfolio, ranked #348.

Kovitz Investment Group Partners first reported a position in CBSH in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.33M in Q4 2024. 470 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

  • Kovitz Investment Group Partners held 16,299 shares of Commerce Bancshares worth $802K as of Q1 2026.
  • Kovitz Investment Group Partners sold 1,551 Commerce Bancshares shares in Q1 2026, an estimated $80.5K.
  • Commerce Bancshares made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #348 holding.
  • Kovitz Investment Group Partners first reported a position in Commerce Bancshares in Q1 2024 and has held it in 9 quarters since.
  • Kovitz Investment Group Partners's Commerce Bancshares position peaked at $1.33M in Q4 2024.
  • 470 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.