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Montag & Associates’s Commerce Bancshares CBSH Stock Holding History

Montag & Associates’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 		– Sell
-62
Closed -$3.53K – 992
2025
Q3 		$3.53K Hold
62
– – ﹤0.01% 853
2025
Q2 		$3.67K Hold
62
– – ﹤0.01% 817
2025
Q1 		$3.67K Hold
62
– – ﹤0.01% 860
2024
Q4 		$3.68K Sell
62
-1
-2% -$60 ﹤0.01% 860
2024
Q3 		$3.39K Hold
63
– – ﹤0.01% 892
2024
Q2 		$3.18K Hold
63
– – ﹤0.01% 849
2024
Q1 		$3.03K Hold
63
– – ﹤0.01% 847
2023
Q4 		$3.04K Sell
63
-1
-2% -$43 ﹤0.01% 849
2023
Q3 		$2.64K Hold
64
– – ﹤0.01% 840
2023
Q2 		$2.68K Buy
64
+10
+19% +$443 ﹤0.01% 854
2023
Q1 		$2.74K Hold
54
– – ﹤0.01% 852
2022
Q4 		$3.2K Buy
+54
New +$3.15K ﹤0.01% 850

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 $3.38T AUM 44.17% 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

Montag & Associates's CBSH Position: Q4 2025 in Review

Montag & Associates sold out of Commerce Bancshares (CBSH) in Q4 2025, closing a stake of 62 shares — an estimated $3.53K sold.

Montag & Associates first reported a position in CBSH in Q4 2022 and held it in 12 quarters. The position peaked at $3.68K in Q4 2024. 457 funds tracked by Wall St. Rank hold CBSH as of Q4 2025.

  • Montag & Associates reported no remaining Commerce Bancshares position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 62 Commerce Bancshares shares in Q4 2025, an estimated $3.53K.
  • Montag & Associates first reported a position in Commerce Bancshares in Q4 2022 and held it in 12 quarters.
  • Montag & Associates's Commerce Bancshares position peaked at $3.68K in Q4 2024.
  • 457 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.