MWM
CBSH icon

Modern Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Modern Wealth 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
Q1 		$866K Buy
17,566
+130
+0.7% +$6.75K 0.01% 455
2025
Q4 		$913K Sell
17,436
-136
-0.8% -$7.11K 0.02% 417
2025
Q3 		$1M Sell
17,572
-172
-1% -$10.1K 0.02% 392
2025
Q2 		$1.05M Sell
17,744
-126
-0.7% -$7.39K 0.03% 358
2025
Q1 		$1.06M Buy
17,870
+231
+1% +$14.1K 0.03% 296
2024
Q4 		$1.05M Buy
17,639
+2,157
+14% +$130K 0.04% 251
2024
Q3 		$834K Buy
15,482
+7
+0% +$389 0.05% 184
2024
Q2 		$783K Sell
15,475
-21
-0.1% -$1.04K 0.06% 162
2024
Q1 		$748K Buy
15,496
+224
+1% +$10.6K 0.07% 135
2023
Q4 		$740K Buy
+15,272
New +$659K 0.09% 74

Other funds holding CBSH

BlackRock
BlackRock New York $5.7T 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