Pathstone Holdings’s Commerce Bancshares CBSH Stock Holding History

Pathstone Holdings’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 Q1	$1.41M	Sell	28,581 -1,137	-4%	-$59K	0.01%	1234
2025 Q4	$1.56M	Sell	29,718 -10,888	-27%	-$569K	0.01%	1166
2025 Q3	$2.31M	Sell	40,606 -2,152	-5%	-$127K	0.01%	938
2025 Q2	$2.53M	Buy	42,758 +7,487	+21%	+$439K	0.01%	864
2025 Q1	$2.09M	Buy	35,271 +3,146	+10%	+$192K	0.01%	965
2024 Q4	$1.91M	Buy	32,125 +130	+0.4%	+$7.84K	0.01%	997
2024 Q3	$1.72M	Buy	31,995 +1,645	+5%	+$91.3K	0.01%	1063
2024 Q2	$1.54M	Buy	30,350 +1,031	+4%	+$51K	0.01%	1056
2024 Q1	$1.41M	Buy	29,319 +9,637	+49%	+$457K	0.01%	1071
2023 Q4	$953K	Buy	+19,682	New	+$849K	0.01%	1104

Other funds holding CBSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Pathstone Holdings's CBSH Position: Q1 2026 in Review

Pathstone Holdings reduced its Commerce Bancshares (CBSH) stake by 3.8% in Q1 2026, selling an estimated $59K and leaving 28,581 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #1234.

Pathstone Holdings first reported a position in CBSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.53M in Q2 2025. 470 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

Pathstone Holdings held 28,581 shares of Commerce Bancshares worth $1.41M as of Q1 2026.
Pathstone Holdings sold 1,137 Commerce Bancshares shares in Q1 2026, an estimated $59K.
Commerce Bancshares made up 0.01% of Pathstone Holdings's portfolio in Q1 2026, its #1234 holding.
Pathstone Holdings first reported a position in Commerce Bancshares in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's Commerce Bancshares position peaked at $2.53M in Q2 2025.
470 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.