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LGT Financial Advisors’s Commerce Bancshares CBSH Stock Holding History

LGT Financial Advisors’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
-218
Closed -$13K – 366
2024
Q4 		$13K Sell
218
-1
-0.5% -$60 0.03% 392
2024
Q3 		$11.8K Hold
219
– – 0.03% 387
2024
Q2 		$11.1K Hold
219
– – 0.02% 450
2024
Q1 		$10.6K Hold
219
– – 0.01% 485
2023
Q4 		$10.6K Sell
219
-1
-0.5% -$43 0.01% 474
2023
Q3 		$9.12K Buy
+220
New +$9.51K 0.01% 499

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

LGT Financial Advisors's CBSH Position: Q1 2025 in Review

LGT Financial Advisors sold out of Commerce Bancshares (CBSH) in Q1 2025, closing a stake of 218 shares — an estimated $13K sold.

LGT Financial Advisors first reported a position in CBSH in Q3 2023 and held it in 6 quarters. The position peaked at $13K in Q4 2024. 464 funds tracked by Wall St. Rank hold CBSH as of Q1 2025.

  • LGT Financial Advisors reported no remaining Commerce Bancshares position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 218 Commerce Bancshares shares in Q1 2025, an estimated $13K.
  • LGT Financial Advisors first reported a position in Commerce Bancshares in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Commerce Bancshares position peaked at $13K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.