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Mosaic Family Wealth Partners’s Commerce Bancshares CBSH Stock Holding History

Mosaic Family Wealth Partners’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 		$4.38M Buy
75,783
+6,883
+10% +$361K 0.29% 52
2026
Q1 		$3.39M Buy
+68,900
New +$3.58M 0.35% 42

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

Mosaic Family Wealth Partners's CBSH Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Commerce Bancshares (CBSH) stake by 10% in Q2 2026, buying an estimated $361K and bringing the position to 75,783 shares worth $4.38M. The position accounts for 0.29% of the portfolio, ranked #52.

Mosaic Family Wealth Partners first reported a position in CBSH in Q1 2026 and has held it in 2 quarters since. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Mosaic Family Wealth Partners held 75,783 shares of Commerce Bancshares worth $4.38M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 6,883 Commerce Bancshares shares in Q2 2026, an estimated $361K.
  • Commerce Bancshares made up 0.29% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #52 holding.
  • Mosaic Family Wealth Partners first reported a position in Commerce Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.