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PFW Advisors’s Commerce Bancshares CBSH Stock Holding History

PFW Advisors’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 		$1.22M Sell
21,069
-428
-2% -$22.5K 0.35% 53
2026
Q1 		$1.06M Sell
21,497
-19
-0.1% -$986 0.33% 58
2025
Q4 		$1.13M Sell
21,516
-240
-1% -$12.5K 0.34% 58
2025
Q3 		$1.24M Sell
21,756
-51
-0.2% -$3K 0.37% 58
2025
Q2 		$1.29M Sell
21,807
-506
-2% -$29.7K 0.4% 53
2025
Q1 		$1.32M Sell
22,313
-206
-0.9% -$12.6K 0.41% 52
2024
Q4 		$1.34M Buy
+22,519
New +$1.36M 0.41% 50
2024
Q2 		$1.14M Sell
22,581
-189
-0.8% -$9.35K 0.36% 56
2024
Q1 		$1.1M Buy
22,770
+53
+0.2% +$2.52K 0.34% 57
2023
Q4 		$1.1M Sell
22,717
-550
-2% -$23.7K 0.35% 54
2023
Q3 		$964K Buy
23,267
+3,540
+18% +$153K 0.34% 56
2023
Q2 		$898K Buy
+19,727
New +$874K 0.3% 63
2019
Q3 		$1.21M Buy
+28,634
New +$1.19M 0.37% 54

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SFGP
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AP
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PL
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WCM
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return