Krilogy Financial’s Commerce Bancshares CBSH Stock Holding History

Krilogy Financial’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	$874K	Buy	15,126 +10,382	+219%	+$545K	0.03%	444
2026 Q1	$239K	Sell	4,744 -624	-12%	-$32.4K	0.01%	824
2025 Q4	$283K	Buy	5,368 +682	+15%	+$35.7K	0.01%	747
2025 Q3	$240K	Buy	+4,686	New	+$275K	0.01%	762
2018 Q4	–	Sell	-2,037	Closed	-$91K	–	213
2018 Q3	$91K	Buy	+2,037	New	+$95.1K	0.02%	233
2018 Q2	–	Sell	-2,027	Closed	-$82K	–	227
2018 Q1	$82K	Buy	2,027 +4	+0.2%	+$159	0.02%	259
2017 Q4	$76K	Buy	2,023 +3	+0.1%	+$112	0.02%	269
2017 Q3	$75K	Buy	2,020 +6	+0.3%	+$218	0.02%	296
2017 Q2	$74K	Sell	2,014 -10,577	-84%	-$378K	0.02%	256
2017 Q1	$469K	Hold	12,591	–	–	0.15%	71
2016 Q4	$469K	Buy	12,591 +3	+0%	+$101	0.15%	71
2016 Q3	$381K	Buy	12,588 +10,594	+531%	+$316K	0.12%	83
2016 Q2	$59K	Buy	+1,994	New	+$57.5K	0.02%	280

Other funds holding CBSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Krilogy Financial's CBSH Position: Q2 2026 in Review

Krilogy Financial increased its Commerce Bancshares (CBSH) stake by 219% in Q2 2026, buying an estimated $545K and bringing the position to 15,126 shares worth $874K. The position accounts for 0.03% of the portfolio, ranked #444.

Krilogy Financial first reported a position in CBSH in Q2 2016 and has held it in 13 quarters since. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

Krilogy Financial held 15,126 shares of Commerce Bancshares worth $874K as of Q2 2026.
Krilogy Financial bought 10,382 Commerce Bancshares shares in Q2 2026, an estimated $545K.
Commerce Bancshares made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #444 holding.
Krilogy Financial first reported a position in Commerce Bancshares in Q2 2016 and has held it in 13 quarters since.
510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.