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Pin Oak Investment Advisors’s Commerce Bancshares CBSH Stock Holding History

Pin Oak Investment 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
2025
Q2 		– Sell
-231
Closed -$14K – 451
2025
Q1 		$14K Buy
231
+10
+5% +$609 0.01% 295
2024
Q4 		$12K Sell
221
-11
-5% -$663 0.01% 317
2024
Q3 		$12K Hold
232
– – 0.01% 320
2024
Q2 		$12K Hold
232
– – 0.01% 313
2024
Q1 		$11K Hold
232
– – 0.01% 317
2023
Q4 		$11K Hold
232
– – 0.01% 316
2023
Q3 		$10K Hold
232
– – 0.01% 317
2023
Q2 		$10K Hold
232
– – 0.01% 319
2023
Q1 		$12K Hold
232
– – 0.01% 287
2022
Q4 		$14K Hold
232
– – 0.02% 258
2022
Q3 		$13K Hold
232
– – 0.02% 252
2022
Q2 		$13K Hold
232
– – 0.02% 274
2022
Q1 		$14K Hold
232
– – 0.02% 295
2021
Q4 		$13K Hold
232
– – 0.01% 299
2021
Q3 		$13K Hold
232
– – 0.01% 286
2021
Q2 		$14K Hold
232
– – 0.01% 284
2021
Q1 		$14K Sell
232
-46
-17% -$2.65K 0.01% 284
2020
Q4 		$14K Sell
278
-2
-0.7% -$97 0.01% 303
2020
Q3 		$12K Hold
280
– – 0.01% 290
2020
Q2 		$12K Hold
280
– – 0.01% 271
2020
Q1 		$11K Hold
280
– – 0.01% 279
2019
Q4 		$14K Sell
280
-1
-0.4% -$47 0.01% 290
2019
Q3 		$12K Hold
281
– – 0.01% 309
2019
Q2 		$12K Buy
+281
New +$11.9K 0.01% 328

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Pin Oak Investment Advisors's CBSH Position: Q2 2025 in Review

Pin Oak Investment Advisors sold out of Commerce Bancshares (CBSH) in Q2 2025, closing a stake of 231 shares — an estimated $14K sold.

Pin Oak Investment Advisors first reported a position in CBSH in Q2 2019 and held it in 24 quarters. The position peaked at $14K in Q1 2025. 490 funds tracked by Wall St. Rank hold CBSH as of Q2 2025.

  • Pin Oak Investment Advisors reported no remaining Commerce Bancshares position as of Q2 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 231 Commerce Bancshares shares in Q2 2025, an estimated $14K.
  • Pin Oak Investment Advisors first reported a position in Commerce Bancshares in Q2 2019 and held it in 24 quarters.
  • Pin Oak Investment Advisors's Commerce Bancshares position peaked at $14K in Q1 2025.
  • 490 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.