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Patriot Financial Group Insurance Agency’s Commerce Bancshares CBSH Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-11
Closed -$1K – 630
2022
Q2 		$1K Hold
11
– – ﹤0.01% 1868
2022
Q1 		$1K Hold
11
– – ﹤0.01% 1921
2021
Q4 		$1K Hold
11
– – ﹤0.01% 2015
2021
Q3 		$1K Sell
11
-6
-35% -$331 ﹤0.01% 2032
2021
Q2 		$1K Hold
17
– – ﹤0.01% 1960
2021
Q1 		$1K Hold
17
– – ﹤0.01% 1859
2020
Q4 		$1K Sell
17
-25
-60% -$1.21K ﹤0.01% 1725
2020
Q3 		$2K Buy
42
+2
+5% +$86 ﹤0.01% 1435
2020
Q2 		$2K Hold
40
– – ﹤0.01% 1369
2020
Q1 		$2K Sell
40
-12
-23% -$568 ﹤0.01% 1279
2019
Q4 		$3K Sell
52
-14
-21% -$654 ﹤0.01% 1035
2019
Q3 		$3K Sell
66
-11
-14% -$459 ﹤0.01% 1014
2019
Q2 		$3K Sell
77
-9
-10% -$380 ﹤0.01% 1027
2019
Q1 		$4K Buy
+86
New +$3.68K ﹤0.01% 885

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CBSH Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Commerce Bancshares (CBSH) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in CBSH in Q1 2019 and held it in 14 quarters. The position peaked at $4K in Q1 2019. 398 funds tracked by Wall St. Rank hold CBSH as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Commerce Bancshares position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 11 Commerce Bancshares shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Commerce Bancshares in Q1 2019 and held it in 14 quarters.
  • Patriot Financial Group Insurance Agency's Commerce Bancshares position peaked at $4K in Q1 2019.
  • 398 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.