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Moneta Group Investment Advisors’s Commerce Bancshares CBSH Stock Holding History

Moneta Group Investment Advisors’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 		$12.3M Buy
249,224
+112,422
+82% +$5.84M 0.09% 105
2025
Q4 		$7.16M Sell
136,802
-1,232
-0.9% -$64.4K 0.05% 131
2025
Q3 		$7.86M Buy
138,034
+232
+0.2% +$13.6K 0.06% 123
2025
Q2 		$8.16M Buy
137,802
+23
+0% +$1.35K 0.1% 108
2025
Q1 		$8.17M Sell
137,779
-9,313
-6% -$567K 0.11% 104
2024
Q4 		$8.73M Sell
147,092
-1,796
-1% -$108K 0.12% 103
2024
Q3 		$8.02M Sell
148,888
-63
-0% -$3.5K 0.12% 103
2024
Q2 		$7.54M Buy
148,951
+1,778
+1% +$87.9K 0.12% 99
2024
Q1 		$7.1M Sell
147,173
-1,531
-1% -$72.7K 0.12% 101
2023
Q4 		$7.2M Buy
148,704
+5,402
+4% +$233K 0.14% 83
2023
Q3 		$5.94M Sell
143,302
-16,457
-10% -$711K 0.13% 89
2023
Q2 		$6.72M Buy
159,759
+2,512
+2% +$111K 0.15% 82
2023
Q1 		$7.93M Sell
157,247
-4,150
-3% -$232K 0.19% 75
2022
Q4 		$9.28M Buy
161,397
+3,543
+2% +$206K 0.25% 66
2022
Q3 		$8.59M Sell
157,854
-22,463
-12% -$1.28M 0.33% 65
2022
Q2 		$9.74M Buy
180,317
+15,964
+10% +$896K 0.33% 66
2022
Q1 		$9.68M Buy
164,353
+21,176
+15% +$1.24M 0.38% 58
2021
Q4 		$8.1M Sell
143,177
-936
-0.6% -$52.7K 0.33% 61
2021
Q3 		$7.87M Hold
144,113
– – 0.36% 58
2021
Q2 		$8.42M Sell
144,113
-1,641
-1% -$98.9K 0.39% 63
2021
Q1 		$8.75M Sell
145,754
-3,631
-2% -$209K 0.46% 57
2020
Q4 		$7.69M Sell
149,385
-5,527
-4% -$268K 0.55% 47
2020
Q3 		$6.51M Buy
154,912
+2,786
+2% +$120K 0.57% 41
2020
Q2 		$6.75M Buy
152,126
+30,254
+25% +$1.33M 0.64% 39
2020
Q1 		$4.58M Buy
121,872
+40,922
+51% +$1.94M 0.48% 46
2019
Q4 		$4.1M Buy
80,950
+28
+0% +$1.31K 0.34% 52
2019
Q3 		$3.49M Sell
80,922
-2,971
-4% -$124K 0.33% 59
2019
Q2 		$3.56M Sell
83,893
-19,398
-19% -$818K 0.35% 50
2019
Q1 		$4.26M Buy
103,291
+8,136
+9% +$348K 0.45% 44
2018
Q4 		$3.81M Sell
95,155
-25,633
-21% -$1.1M 0.45% 42
2018
Q3 		$5.4M Sell
120,788
-2,167
-2% -$101K 0.55% 36
2018
Q2 		$5.38M Sell
122,955
-144,029
-54% -$6.26M 0.6% 30
2018
Q1 		$4.44M Buy
266,984
+163,253
+157% +$6.48M 0.59% 28
2017
Q4 		$3.92M Sell
103,731
-275
-0.3% -$10.2K 0.59% 23
2017
Q3 		$3.87M Buy
104,006
+32,625
+46% +$1.18M 0.6% 25
2017
Q2 		$2.62M Hold
71,381
– – 0.43% 39
2017
Q1 		$2.58M Buy
71,381
+656
+0.9% +$24.2K 0.51% 26
2016
Q4 		$2.64M Buy
70,725
+2,354
+3% +$79.4K 0.54% 26
2016
Q3 		$2.07M Hold
68,371
– – 0.47% 31
2016
Q2 		$2.01M Hold
68,371
– – 0.44% 38
2016
Q1 		$1.89M Buy
68,371
+2,083
+3% +$53.9K 0.42% 39
2015
Q4 		$1.73M Sell
66,288
-957
-1% -$25.8K 0.43% 34
2015
Q3 		$1.79M Buy
67,245
+1,676
+3% +$45K 0.5% 31
2015
Q2 		$1.79M Buy
+65,569
New +$1.7M 0.55% 26

Other funds holding CBSH

BlackRock
BlackRock New York $5.72T 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

Moneta Group Investment Advisors's CBSH Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Commerce Bancshares (CBSH) stake by 82% in Q1 2026, buying an estimated $5.84M and bringing the position to 249,224 shares worth $12.3M. The position accounts for 0.09% of the portfolio, ranked #105.

Moneta Group Investment Advisors first reported a position in CBSH in Q2 2015 and has held it in 44 quarters since. 471 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

  • Moneta Group Investment Advisors held 249,224 shares of Commerce Bancshares worth $12.3M as of Q1 2026.
  • Moneta Group Investment Advisors bought 112,422 Commerce Bancshares shares in Q1 2026, an estimated $5.84M.
  • Commerce Bancshares made up 0.09% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #105 holding.
  • Moneta Group Investment Advisors first reported a position in Commerce Bancshares in Q2 2015 and has held it in 44 quarters since.
  • 471 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.