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Nicholson Wealth Management Group’s Commerce Bancshares CBSH Stock Holding History

Nicholson Wealth Management 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
2026
Q2 		$1.87M Sell
32,412
-532
-2% -$27.9K 1.1% 43
2026
Q1 		$1.62M Sell
32,944
-1,308
-4% -$67.9K 0.94% 59
2025
Q4 		$1.79M Buy
34,252
+7,229
+27% +$378K 1.05% 54
2025
Q3 		$1.54M Buy
27,023
+5,051
+23% +$297K 0.9% 63
2025
Q2 		$1.3M Buy
21,972
+224
+1% +$13.1K 0.8% 72
2025
Q1 		$1.29M Buy
21,748
+359
+2% +$21.9K 0.85% 72
2024
Q4 		$1.27M Buy
21,389
+7,826
+58% +$472K 0.85% 73
2024
Q3 		$731K Buy
+13,563
New +$753K 0.6% 63

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

Nicholson Wealth Management Group's CBSH Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its Commerce Bancshares (CBSH) stake by 1.6% in Q2 2026, selling an estimated $27.9K and leaving 32,412 shares worth $1.87M. The position accounts for 1.1% of the portfolio, ranked #43.

Nicholson Wealth Management Group first reported a position in CBSH in Q3 2024 and has held it in 8 quarters since. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Nicholson Wealth Management Group held 32,412 shares of Commerce Bancshares worth $1.87M as of Q2 2026.
  • Nicholson Wealth Management Group sold 532 Commerce Bancshares shares in Q2 2026, an estimated $27.9K.
  • Commerce Bancshares made up 1.1% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #43 holding.
  • Nicholson Wealth Management Group first reported a position in Commerce Bancshares in Q3 2024 and has held it in 8 quarters since.
  • 506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.