NFG
CBSH icon

Next Financial Group’s Commerce Bancshares CBSH Stock Holding History

Next Financial Group’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
2021
Q3 		– Sell
-38
Closed -$2K – 2749
2021
Q2 		$2K Buy
+38
New +$2.29K ﹤0.01% 2388
2020
Q2 		– Sell
-592
Closed -$22K – 792
2020
Q1 		$22K Sell
592
-2,207
-79% -$104K ﹤0.01% 1231
2019
Q4 		$142K Buy
+2,799
New +$131K 0.01% 818
2017
Q1 		– Sell
-104
Closed -$4K – 1920
2016
Q4 		$4K Hold
104
– – ﹤0.01% 1978
2016
Q3 		$3K Buy
+104
New +$3.1K ﹤0.01% 2053
2014
Q4 		– Sell
-1,530
Closed -$38K – 1938
2014
Q3 		$38K Hold
1,530
– – 0.01% 1079
2014
Q2 		$38K Buy
+1,530
New +$37.8K 0.02% 415

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Next Financial Group's CBSH Position: Q3 2021 in Review

Next Financial Group sold out of Commerce Bancshares (CBSH) in Q3 2021, closing a stake of 38 shares — an estimated $2K sold.

Next Financial Group first reported a position in CBSH in Q2 2014 and held it in 7 quarters. The position peaked at $142K in Q4 2019. 384 funds tracked by Wall St. Rank hold CBSH as of Q3 2021.

  • Next Financial Group reported no remaining Commerce Bancshares position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 38 Commerce Bancshares shares in Q3 2021, an estimated $2K.
  • Next Financial Group first reported a position in Commerce Bancshares in Q2 2014 and held it in 7 quarters.
  • Next Financial Group's Commerce Bancshares position peaked at $142K in Q4 2019.
  • 384 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.