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Laurel Wealth Advisors (North Carolina)’s Commerce Bancshares CBSH Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-648
Closed -$33.9K – 270
2025
Q4 		$33.9K Buy
+648
New +$33.9K ﹤0.01% 376
2025
Q2 		– Sell
-649
Closed -$38.5K – 268
2025
Q1 		$38.5K Hold
649
– – 0.01% 338
2024
Q4 		$38.5K Sell
649
-1
-0.2% -$60 0.01% 342
2024
Q3 		$35K Buy
+650
New +$36.1K 0.01% 344

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State Street
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CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CBSH Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Commerce Bancshares (CBSH) in Q1 2026, closing a stake of 648 shares — an estimated $33.9K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CBSH in Q3 2024 and held it in 4 quarters. The position peaked at $38.5K in Q4 2024. 476 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Commerce Bancshares position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 648 Commerce Bancshares shares in Q1 2026, an estimated $33.9K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Commerce Bancshares in Q3 2024 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Commerce Bancshares position peaked at $38.5K in Q4 2024.
  • 476 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.