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Mount Yale Investment Advisors’s Commerce Bancshares CBSH Stock Holding History

Mount Yale 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
2025
Q3 		– Sell
-28
Closed -$1.68K – 814
2025
Q2 		$1.68K Buy
+28
New +$1.64K ﹤0.01% 1353

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mount Yale Investment Advisors's CBSH Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Commerce Bancshares (CBSH) in Q3 2025, closing a stake of 28 shares — an estimated $1.68K sold.

Mount Yale Investment Advisors first reported a position in CBSH in Q2 2025 and held it in 1 quarter. The position peaked at $1.68K in Q2 2025. 473 funds tracked by Wall St. Rank hold CBSH as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Commerce Bancshares position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 28 Commerce Bancshares shares in Q3 2025, an estimated $1.68K.
  • Mount Yale Investment Advisors first reported a position in Commerce Bancshares in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Commerce Bancshares position peaked at $1.68K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.