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Marshall Financial Group (Maryland)’s Commerce Bancshares CBSH Stock Holding History

Marshall Financial Group (Maryland)’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 		$967K Buy
19,664
+290
+1% +$15.1K 0.15% 120
2025
Q4 		$1.01M Sell
19,374
-1,260
-6% -$65.9K 0.2% 113
2025
Q3 		$1.17M Buy
20,634
+764
+4% +$44.9K 0.23% 106
2025
Q2 		$1.23M Sell
19,870
-1,151
-5% -$67.5K 0.24% 92
2025
Q1 		$1.25M Buy
21,021
+838
+4% +$51.1K 0.27% 80
2024
Q4 		$1.2M Buy
20,183
+55
+0.3% +$3.32K 0.29% 84
2024
Q3 		$1.08M Buy
20,128
+246
+1% +$13.7K 0.26% 105
2024
Q2 		$1.01M Buy
+19,882
New +$983K 0.28% 95
2023
Q4 		– Sell
-13,116
Closed -$544K – 178
2023
Q3 		$544K Buy
13,116
+177
+1% +$7.65K 0.2% 122
2023
Q2 		$544K Buy
12,939
+807
+7% +$35.8K 0.19% 124
2023
Q1 		$612K Buy
+12,132
New +$677K 0.22% 123

Other funds holding CBSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Financial Group (Maryland)'s CBSH Position: Q1 2026 in Review

Marshall Financial Group (Maryland) increased its Commerce Bancshares (CBSH) stake by 1.5% in Q1 2026, buying an estimated $15.1K and bringing the position to 19,664 shares worth $967K. The position accounts for 0.15% of the portfolio, ranked #120.

Marshall Financial Group (Maryland) first reported a position in CBSH in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q1 2025. 470 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

  • Marshall Financial Group (Maryland) held 19,664 shares of Commerce Bancshares worth $967K as of Q1 2026.
  • Marshall Financial Group (Maryland) bought 290 Commerce Bancshares shares in Q1 2026, an estimated $15.1K.
  • Commerce Bancshares made up 0.15% of Marshall Financial Group (Maryland)'s portfolio in Q1 2026, its #120 holding.
  • Marshall Financial Group (Maryland) first reported a position in Commerce Bancshares in Q1 2023 and has held it in 11 quarters since.
  • Marshall Financial Group (Maryland)'s Commerce Bancshares position peaked at $1.25M in Q1 2025.
  • 470 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.