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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
Q2 		$255K Sell
4,413
-15,251
-78% -$800K 0.04% 278
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Marshall Financial Group (Maryland)'s CBSH Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Commerce Bancshares (CBSH) stake by 78% in Q2 2026, selling an estimated $800K and leaving 4,413 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #278.

Marshall Financial Group (Maryland) first reported a position in CBSH in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q1 2025. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Marshall Financial Group (Maryland) held 4,413 shares of Commerce Bancshares worth $255K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 15,251 Commerce Bancshares shares in Q2 2026, an estimated $800K.
  • Commerce Bancshares made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #278 holding.
  • Marshall Financial Group (Maryland) first reported a position in Commerce Bancshares in Q1 2023 and has held it in 12 quarters since.
  • Marshall Financial Group (Maryland)'s Commerce Bancshares position peaked at $1.25M in Q1 2025.
  • 510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.