Physician Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History

Physician Wealth 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	$1.31K	Hold	24	–	–	﹤0.01%	1799
2026 Q2	$1.39K	Sell	24 -20	-45%	-$1.05K	﹤0.01%	1680
2026 Q1	$2.16K	Buy	44 +20	+83%	+$1.04K	﹤0.01%	1325
2025 Q4	$1.26K	Buy	+24	New	+$1.26K	﹤0.01%	1500

Other funds holding CBSH

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Physician Wealth Advisors's CBSH Position: Q3 2026 in Review

Physician Wealth Advisors held its Commerce Bancshares (CBSH) position steady in Q3 2026 at 24 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Physician Wealth Advisors first reported a position in CBSH in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.16K in Q1 2026. 206 funds tracked by Wall St. Rank hold CBSH as of Q3 2026.

Physician Wealth Advisors held 24 shares of Commerce Bancshares worth $1.31K as of Q3 2026.
Physician Wealth Advisors left its Commerce Bancshares share count unchanged in Q3 2026.
Commerce Bancshares made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1799 holding.
Physician Wealth Advisors first reported a position in Commerce Bancshares in Q4 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's Commerce Bancshares position peaked at $2.16K in Q1 2026.
206 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.