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Lee, Danner & Bass’s Commerce Bancshares CBSH Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-39
Closed -$2.31K – 295
2024
Q4 		$2.31K Buy
+39
New +$2.35K ﹤0.01% 665

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lee, Danner & Bass's CBSH Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Commerce Bancshares (CBSH) in Q1 2025, closing a stake of 39 shares — an estimated $2.31K sold.

Lee, Danner & Bass first reported a position in CBSH in Q4 2024 and held it in 1 quarter. The position peaked at $2.31K in Q4 2024. 464 funds tracked by Wall St. Rank hold CBSH as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Commerce Bancshares position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 39 Commerce Bancshares shares in Q1 2025, an estimated $2.31K.
  • Lee, Danner & Bass first reported a position in Commerce Bancshares in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Commerce Bancshares position peaked at $2.31K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.