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Oxford Financial Group’s Commerce Bancshares CBSH Stock Holding History

Oxford 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
2026
Q2 		$565K Buy
+9,790
New +$514K 0.03% 152

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

Oxford Financial Group's CBSH Position: Q2 2026 in Review

Oxford Financial Group opened a new position in Commerce Bancshares (CBSH) in Q2 2026: 9,790 shares worth $565K. The stake represents 0.03% of the portfolio and ranks #152 among its holdings.

506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Oxford Financial Group held 9,790 shares of Commerce Bancshares worth $565K as of Q2 2026.
  • Commerce Bancshares was a new Oxford Financial Group position in Q2 2026.
  • Commerce Bancshares made up 0.03% of Oxford Financial Group's portfolio in Q2 2026, its #152 holding.
  • 506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.