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 Q3	$1.15M	Sell	21,029 -40	-0.2%	-$2.33K	0.34%	56
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

Other funds holding CBSH

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

CSI

Clark & Stuart Inc Portland, Maine $162M AUM 19.17% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PFW Advisors's CBSH Position: Q3 2026 in Review

PFW Advisors reduced its Commerce Bancshares (CBSH) stake by 0.19% in Q3 2026, selling an estimated $2.33K and leaving 21,029 shares worth $1.15M. The position accounts for 0.34% of the portfolio, ranked #56.

PFW Advisors first reported a position in CBSH in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.34M in Q4 2024. 64 funds tracked by Wall St. Rank hold CBSH as of Q3 2026.

PFW Advisors held 21,029 shares of Commerce Bancshares worth $1.15M as of Q3 2026.
PFW Advisors sold 40 Commerce Bancshares shares in Q3 2026, an estimated $2.33K.
Commerce Bancshares made up 0.34% of PFW Advisors's portfolio in Q3 2026, its #56 holding.
PFW Advisors first reported a position in Commerce Bancshares in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's Commerce Bancshares position peaked at $1.34M in Q4 2024.
64 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.