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Marshall Investment Management’s Commerce Bancshares CBSH Stock Holding History

Marshall Investment Management’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 		$38.9K Buy
674
+3
+0.4% +$157 0.02% 141
2026
Q1 		$33K Buy
+671
New +$34.8K 0.02% 136
2025
Q2 		– Sell
-658
Closed -$39K – 47
2025
Q1 		$39K Buy
658
+35
+6% +$2.13K 0.02% 114
2024
Q4 		$35.2K Buy
+623
New +$37.6K 0.02% 113

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 $3.37T AUM 44.26% 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 Investment Management's CBSH Position: Q2 2026 in Review

Marshall Investment Management increased its Commerce Bancshares (CBSH) stake by 0.45% in Q2 2026, buying an estimated $157 and bringing the position to 674 shares worth $38.9K. The position accounts for 0.02% of the portfolio, ranked #141.

Marshall Investment Management first reported a position in CBSH in Q4 2024 and has held it in 4 quarters since. The position peaked at $39K in Q1 2025. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Marshall Investment Management held 674 shares of Commerce Bancshares worth $38.9K as of Q2 2026.
  • Marshall Investment Management bought 3 Commerce Bancshares shares in Q2 2026, an estimated $157.
  • Commerce Bancshares made up 0.02% of Marshall Investment Management's portfolio in Q2 2026, its #141 holding.
  • Marshall Investment Management first reported a position in Commerce Bancshares in Q4 2024 and has held it in 4 quarters since.
  • Marshall Investment Management's Commerce Bancshares position peaked at $39K in Q1 2025.
  • 506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.