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LRI Investments’s Commerce Bancshares CBSH Stock Holding History

LRI Investments’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
Q2 		$2.89K Buy
50
+8
+19% +$420 ﹤0.01% 1221
2026
Q1 		$2.07K Hold
42
– – ﹤0.01% 1256
2025
Q4 		$2.2K Sell
42
-1,302
-97% -$68.1K ﹤0.01% 1194
2025
Q3 		$76.5K Hold
1,344
– – 0.01% 473
2025
Q2 		$79.6K Hold
1,344
– – 0.01% 473
2025
Q1 		$79.7K Sell
1,344
-760
-36% -$46.3K 0.01% 456
2024
Q4 		$125K Buy
2,104
+255
+14% +$15.4K 0.01% 376
2024
Q3 		$120K Buy
1,849
+43
+2% +$2.39K 0.01% 372
2024
Q2 		$91.4K Buy
+1,806
New +$89.3K 0.01% 397

Other funds holding CBSH

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSI
Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

LRI Investments's CBSH Position: Q2 2026 in Review

LRI Investments increased its Commerce Bancshares (CBSH) stake by 19% in Q2 2026, buying an estimated $420 and bringing the position to 50 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

LRI Investments first reported a position in CBSH in Q2 2024 and has held it in 9 quarters since. The position peaked at $125K in Q4 2024. 71 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • LRI Investments held 50 shares of Commerce Bancshares worth $2.89K as of Q2 2026.
  • LRI Investments bought 8 Commerce Bancshares shares in Q2 2026, an estimated $420.
  • Commerce Bancshares made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1221 holding.
  • LRI Investments first reported a position in Commerce Bancshares in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Commerce Bancshares position peaked at $125K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.