Krilogy Financial
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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
Q3 		$877K Buy
16,069
+943
+6% +$55K 0.02% 459
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

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Clark & Stuart Inc
Clark & Stuart Inc Portland, Maine $162M AUM 19.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Krilogy Financial's CBSH Position: Q3 2026 in Review

Krilogy Financial increased its Commerce Bancshares (CBSH) stake by 6.2% in Q3 2026, buying an estimated $55K and bringing the position to 16,069 shares worth $877K. The position accounts for 0.02% of the portfolio, ranked #459.

Krilogy Financial first reported a position in CBSH in Q2 2016 and has held it in 14 quarters since. 99 funds tracked by Wall St. Rank hold CBSH as of Q3 2026.

  • Krilogy Financial held 16,069 shares of Commerce Bancshares worth $877K as of Q3 2026.
  • Krilogy Financial bought 943 Commerce Bancshares shares in Q3 2026, an estimated $55K.
  • Commerce Bancshares made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #459 holding.
  • Krilogy Financial first reported a position in Commerce Bancshares in Q2 2016 and has held it in 14 quarters since.
  • 99 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.