Ossiam’s Commerce Bancshares CBSH Stock Holding History

Ossiam’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	-36,746	Closed	-$2.09M	–	412
2025 Q3	$2.09M	Buy	+36,746	New	+$2.16M	0.03%	335
2023 Q3	–	Sell	-2,356	Closed	-$99.1K	–	675
2023 Q2	$99.1K	Buy	2,356 +953	+68%	+$42.2K	﹤0.01%	683
2023 Q1	$70.7K	Sell	1,403 -168	-11%	-$9.38K	﹤0.01%	652
2022 Q4	$92.4K	Sell	1,571 -1	-0.1%	-$58	﹤0.01%	589
2022 Q3	$86K	Buy	+1,572	New	+$89.7K	﹤0.01%	601
2020 Q3	–	Sell	-12,420	Closed	-$551K	–	425
2020 Q2	$551K	Sell	12,420 -4,946	-28%	-$218K	0.04%	213
2020 Q1	$652K	Buy	17,366 +2,743	+19%	+$130K	0.04%	214
2019 Q4	$741K	Buy	+14,623	New	+$683K	0.06%	153
2019 Q3	–	Sell	-10,477	Closed	-$444K	–	480
2019 Q2	$444K	Buy	+10,477	New	+$442K	0.03%	229

Other funds holding CBSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return