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
Q2 		$895K Sell
15,492
-807
-5% -$42.4K 0.02% 329
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 $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

Kovitz Investment Group Partners's CBSH Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Commerce Bancshares (CBSH) stake by 5% in Q2 2026, selling an estimated $42.4K and leaving 15,492 shares worth $895K. The position accounts for 0.02% of the portfolio, ranked #329.

Kovitz Investment Group Partners first reported a position in CBSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.33M in Q4 2024. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Kovitz Investment Group Partners held 15,492 shares of Commerce Bancshares worth $895K as of Q2 2026.
  • Kovitz Investment Group Partners sold 807 Commerce Bancshares shares in Q2 2026, an estimated $42.4K.
  • Commerce Bancshares made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #329 holding.
  • Kovitz Investment Group Partners first reported a position in Commerce Bancshares in Q1 2024 and has held it in 10 quarters since.
  • Kovitz Investment Group Partners's Commerce Bancshares position peaked at $1.33M in Q4 2024.
  • 510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.