MPM
CBSH icon

Meritage Portfolio Management’s Commerce Bancshares CBSH Stock Holding History

Meritage Portfolio 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
2025
Q4 		$789K Sell
15,065
-25,921
-63% -$1.36M 0.05% 190
2025
Q3 		$2.33M Hold
40,986
– – 0.16% 153
2025
Q2 		$2.43M Hold
40,986
– – 0.15% 153
2025
Q1 		$2.43M Hold
40,986
– – 0.16% 149
2024
Q4 		$2.43M Sell
40,986
-3
-0% -$181 0.15% 153
2024
Q3 		$2.21M Hold
40,989
– – 0.14% 169
2024
Q2 		$2.07M Hold
40,989
– – 0.13% 170
2024
Q1 		$1.98M Hold
40,989
– – 0.13% 176
2023
Q4 		$1.99M Sell
40,989
-4
-0% -$173 0.13% 172
2023
Q3 		$1.7M Hold
40,993
– – 0.13% 176
2023
Q2 		$1.73M Buy
40,993
+254
+0.6% +$11.3K 0.12% 177
2023
Q1 		$2.05M Hold
40,739
– – 0.15% 164
2022
Q4 		$2.4M Sell
40,739
-4
-0% -$233 0.19% 160
2022
Q3 		$2.22M Buy
40,743
+25,919
+175% +$1.48M 0.18% 151
2022
Q2 		$801K Hold
14,824
– – 0.06% 195
2022
Q1 		$873K Hold
14,824
– – 0.05% 198
2021
Q4 		$838K Sell
14,824
-3
-0% -$169 0.05% 200
2021
Q3 		$809K Sell
14,827
-765
-5% -$42.2K 0.05% 201
2021
Q2 		$911K Buy
15,592
+441
+3% +$26.6K 0.05% 203
2021
Q1 		$909K Hold
15,151
– – 0.06% 197
2020
Q4 		$780K Sell
15,151
-3
-0% -$145 0.06% 194
2020
Q3 		$637K Hold
15,154
– – 0.06% 184
2020
Q2 		$672K Buy
+15,154
New +$667K 0.06% 168

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Meritage Portfolio Management's CBSH Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Commerce Bancshares (CBSH) stake by 63% in Q4 2025, selling an estimated $1.36M and leaving 15,065 shares worth $789K. The position accounts for 0.05% of the portfolio, ranked #190.

Meritage Portfolio Management first reported a position in CBSH in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.43M in Q4 2024. 456 funds tracked by Wall St. Rank hold CBSH as of Q4 2025.

  • Meritage Portfolio Management held 15,065 shares of Commerce Bancshares worth $789K as of Q4 2025.
  • Meritage Portfolio Management sold 25,921 Commerce Bancshares shares in Q4 2025, an estimated $1.36M.
  • Commerce Bancshares made up 0.05% of Meritage Portfolio Management's portfolio in Q4 2025, its #190 holding.
  • Meritage Portfolio Management first reported a position in Commerce Bancshares in Q2 2020 and has held it in 23 quarters since.
  • Meritage Portfolio Management's Commerce Bancshares position peaked at $2.43M in Q4 2024.
  • 456 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.