Outlook Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$343K Buy
5,947
+36
+0.6% +$1.89K 0.07% 234
2026
Q1
$291K Sell
5,911
-23
-0.4% -$1.19K 0.07% 260
2025
Q4
$311K Sell
5,934
-72
-1% -$3.77K 0.07% 237
2025
Q3
$342K Sell
6,006
-1,439
-19% -$84.6K 0.09% 211
2025
Q2
$441K Sell
7,445
-148
-2% -$8.68K 0.11% 168
2025
Q1
$450K Buy
7,593
+32
+0.4% +$1.95K 0.13% 148
2024
Q4
$449K Buy
7,561
+612
+9% +$36.9K 0.13% 152
2024
Q3
$374K Buy
6,949
+239
+4% +$13.3K 0.11% 181
2024
Q2
$339K Buy
6,710
+1,057
+19% +$52.3K 0.11% 192
2024
Q1
$273K Buy
5,653
+1,283
+29% +$60.9K 0.08% 225
2023
Q4
$212K Buy
+4,370
New +$189K 0.07% 229

Other funds holding CBSH

Outlook Wealth Advisors's CBSH Position: Q2 2026 in Review

Outlook Wealth Advisors increased its Commerce Bancshares (CBSH) stake by 0.61% in Q2 2026, buying an estimated $1.89K and bringing the position to 5,947 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #234.

Outlook Wealth Advisors first reported a position in CBSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $450K in Q1 2025. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Outlook Wealth Advisors held 5,947 shares of Commerce Bancshares worth $343K as of Q2 2026.
  • Outlook Wealth Advisors bought 36 Commerce Bancshares shares in Q2 2026, an estimated $1.89K.
  • Commerce Bancshares made up 0.07% of Outlook Wealth Advisors's portfolio in Q2 2026, its #234 holding.
  • Outlook Wealth Advisors first reported a position in Commerce Bancshares in Q4 2023 and has held it in 11 quarters since.
  • Outlook Wealth Advisors's Commerce Bancshares position peaked at $450K in Q1 2025.
  • 506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.