Lido Advisors’s Commerce Bancshares CBSH Stock Holding History

Lido 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
2026 Q1	$571K	Buy	11,608 +865	+8%	+$44.9K	﹤0.01%	1234
2025 Q4	$641K	Sell	10,743 -539	-5%	-$28.2K	﹤0.01%	1200
2025 Q3	$642K	Sell	11,282 -556	-5%	-$32.7K	﹤0.01%	1133
2025 Q2	$701K	Buy	+11,838	New	+$695K	﹤0.01%	982
2024 Q3	–	Sell	-16,564	Closed	-$838K	–	1483
2024 Q2	$838K	Buy	+16,564	New	+$819K	﹤0.01%	731
2024 Q1	–	Sell	-29,890	Closed	-$1.45M	–	1396
2023 Q4	$1.45M	Buy	+29,890	New	+$1.29M	0.01%	499
2023 Q2	–	Sell	-45,491	Closed	-$2.29M	–	1233
2023 Q1	$2.29M	Buy	45,491 +14,151	+45%	+$790K	0.02%	322
2022 Q4	$1.84M	Buy	31,340 +8,078	+35%	+$471K	0.02%	309
2022 Q3	$1.27M	Buy	+23,262	New	+$1.33M	0.02%	324

Other funds holding CBSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors's CBSH Position: Q1 2026 in Review

Lido Advisors increased its Commerce Bancshares (CBSH) stake by 8.1% in Q1 2026, buying an estimated $44.9K and bringing the position to 11,608 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Lido Advisors first reported a position in CBSH in Q3 2022 and has held it in 9 quarters since. The position peaked at $2.29M in Q1 2023. 470 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

Lido Advisors held 11,608 shares of Commerce Bancshares worth $571K as of Q1 2026.
Lido Advisors bought 865 Commerce Bancshares shares in Q1 2026, an estimated $44.9K.
Commerce Bancshares made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1234 holding.
Lido Advisors first reported a position in Commerce Bancshares in Q3 2022 and has held it in 9 quarters since.
Lido Advisors's Commerce Bancshares position peaked at $2.29M in Q1 2023.
470 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.