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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
Q2 		$1.02M Buy
17,687
+121
+0.7% +$6.35K 0.01% 522
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 $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

Modern Wealth Management's CBSH Position: Q2 2026 in Review

Modern Wealth Management increased its Commerce Bancshares (CBSH) stake by 0.69% in Q2 2026, buying an estimated $6.35K and bringing the position to 17,687 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #522.

Modern Wealth Management first reported a position in CBSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q1 2025. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Modern Wealth Management held 17,687 shares of Commerce Bancshares worth $1.02M as of Q2 2026.
  • Modern Wealth Management bought 121 Commerce Bancshares shares in Q2 2026, an estimated $6.35K.
  • Commerce Bancshares made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #522 holding.
  • Modern Wealth Management first reported a position in Commerce Bancshares in Q4 2023 and has held it in 11 quarters since.
  • Modern Wealth Management's Commerce Bancshares position peaked at $1.06M in Q1 2025.
  • 510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

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